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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 | $111,378 | $227,541-51.1% | $189,544-41.2% | $167,497-33.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.49% | 78.42%-77.9pp | 64.18%-63.7pp | 478.62%-478.1pp |
| Employer contribution / active EE | $6,475 | $5,314+21.8% | $4,411+46.8% | $4,838+33.8% |
| Participant deferral / active EE | $22,439 | $7,002+220.5% | $6,174+263.5% | $6,341+253.8% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,808-100.0% | $12,310-100.0% |