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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 | $102,817 | $198,470-48.2% | $170,444-39.7% | $147,585-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.94% | 257.30%-256.4pp | 205.94%-205.0pp | 578.56%-577.6pp |
| Employer contribution / active EE | $5,715 | $6,184-7.6% | $5,433+5.2% | $4,876+17.2% |
| Participant deferral / active EE | $12,750 | $5,629+126.5% | $4,939+158.1% | $5,439+134.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |