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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 | $106,769 | $183,978-42.0% | $162,171-34.2% | $152,885-30.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.97% | 150.78%-141.8pp | 115.60%-106.6pp | 345.39%-336.4pp |
| Employer contribution / active EE | $29,438 | $6,370+362.2% | $5,613+424.5% | $4,763+518.1% |
| Participant deferral / active EE | $19,214 | $8,033+139.2% | $7,297+163.3% | $5,851+228.4% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |