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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 | $98,533 | $202,342-51.3% | $172,753-43.0% | $152,909-35.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.02% | 1029.88%-1026.9pp | 803.00%-800.0pp | 345.46%-342.4pp |
| Employer contribution / active EE | $6,229 | $5,857+6.3% | $5,144+21.1% | $4,764+30.8% |
| Participant deferral / active EE | $7,500 | $5,948+26.1% | $5,198+44.3% | $5,851+28.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |