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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 | $212,301 | $209,405+1.4% | $178,486+18.9% | $158,931+33.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.40% | 188.77%-184.4pp | 151.08%-146.7pp | 302.86%-298.5pp |
| Employer contribution / active EE | $11,083 | $5,707+94.2% | $5,011+121.2% | $4,761+132.8% |
| Participant deferral / active EE | $4,750 | $5,954-20.2% | $5,202-8.7% | $5,982-20.6% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |