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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 | $120,673 | $99,079+21.8% | $78,002+54.7% | $273,972-56.0% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 0.62% | 217.93%-217.3pp | 425.99%-425.4pp | 41.46%-40.8pp |
| Employer contribution / active EE | $5,529 | $3,308+67.2% | $2,470+123.8% | $4,869+13.6% |
| Participant deferral / active EE | $7,631 | $4,306+77.2% | $3,497+118.2% | $5,287+44.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |