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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 | $132,040 | $202,342-34.7% | $172,753-23.6% | $152,909-13.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.79% | 1029.88%-1024.1pp | 803.00%-797.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $4,740 | $5,857-19.1% | $5,144-7.9% | $4,764-0.5% |
| Participant deferral / active EE | $6,321 | $5,948+6.3% | $5,198+21.6% | $5,851+8.0% |
| Admin fee / account holder | $12 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |