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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 | $225,372 | $160,040+40.8% | $147,096+53.2% | $145,877+54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.92% | 98.49%-93.6pp | 419.75%-414.8pp | 551.28%-546.4pp |
| Employer contribution / active EE | $4,262 | $5,289-19.4% | $4,936-13.7% | $4,663-8.6% |
| Participant deferral / active EE | $28,678 | $8,429+240.2% | $8,071+255.3% | $6,691+328.6% |
| Admin fee / account holder | $168 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |