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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 | $167,986 | $150,447+11.7% | $136,298+23.2% | $147,586+13.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.14% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $4,133 | $5,256-21.4% | $4,696-12.0% | $4,876-15.2% |
| Participant deferral / active EE | $9,530 | $6,631+43.7% | $6,247+52.5% | $5,439+75.2% |
| Admin fee / account holder | $102 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |