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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 | $119,932 | $202,342-40.7% | $172,753-30.6% | $152,909-21.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.16% | 1029.88%-1028.7pp | 803.00%-801.8pp | 345.46%-344.3pp |
| Employer contribution / active EE | $4,098 | $5,857-30.0% | $5,144-20.3% | $4,764-14.0% |
| Participant deferral / active EE | $13,100 | $5,948+120.2% | $5,198+152.0% | $5,851+123.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |