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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 | $215,431 | $171,865+25.3% | $149,718+43.9% | $147,585+46.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.70% | 2113.29%-2108.6pp | 1501.67%-1497.0pp | 578.56%-573.9pp |
| Employer contribution / active EE | $13,638 | $6,275+117.3% | $5,445+150.5% | $4,876+179.7% |
| Participant deferral / active EE | $15,450 | $7,270+112.5% | $6,569+135.2% | $5,439+184.1% |
| Admin fee / account holder | $173 | $13,799-98.7% | $11,283-98.5% | $10,885-98.4% |