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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 | $115,113 | $100,938+14.0% | $90,461+27.3% | $158,982-27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.75% | 1727.20%-1721.5pp | 1294.76%-1289.0pp | 302.99%-297.2pp |
| Employer contribution / active EE | $4,216 | $3,691+14.2% | $3,264+29.2% | $4,763-11.5% |
| Participant deferral / active EE | $2,850 | $4,350-34.5% | $3,964-28.1% | $5,983-52.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |