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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 | $135,055 | $171,867-21.4% | $149,721-9.8% | $147,586-8.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.89% | 2113.36%-2110.5pp | 1501.67%-1498.8pp | 578.59%-575.7pp |
| Employer contribution / active EE | $21,530 | $6,275+243.1% | $5,444+295.5% | $4,876+341.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |