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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,471 | $102,595+118.8% | $94,057+138.7% | $154,746+45.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.52% | 583.42%-575.9pp | 480.62%-473.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $8,773 | $3,147+178.7% | $2,933+199.1% | $4,379+100.3% |
| Participant deferral / active EE | $32,875 | $5,118+542.3% | $4,709+598.1% | $6,730+388.5% |
| Admin fee / account holder | $40 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |