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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 | $119,348 | $159,978-25.4% | $147,041-18.8% | $145,978-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.51% | 98.36%-90.9pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $32,600 | $5,288+516.5% | $4,935+560.6% | $4,662+599.3% |
| Participant deferral / active EE | $11,136 | $8,429+32.1% | $8,071+38.0% | $6,690+66.5% |
| Admin fee / account holder | $12 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |