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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 | $94,945 | $176,120-46.1% | $159,487-40.5% | $167,553-43.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.23% | 331.95%-326.7pp | 263.71%-258.5pp | 478.89%-473.7pp |
| Employer contribution / active EE | $11,158 | $5,299+110.6% | $4,831+131.0% | $4,840+130.6% |
| Participant deferral / active EE | $8,665 | $7,752+11.8% | $7,354+17.8% | $6,343+36.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |