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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 | $146,384 | $183,592-20.3% | $155,574-5.9% | $145,877+0.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.39% | 61.37%-60.0pp | 64.87%-63.5pp | 551.28%-549.9pp |
| Employer contribution / active EE | $11,420 | $5,317+114.8% | $4,676+144.2% | $4,663+144.9% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |