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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 | $146,550 | $88,815+65.0% | $81,882+79.0% | $145,897+0.4% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.0pp |
| Annual return | 5.49% | 1033.75%-1028.3pp | 779.47%-774.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $17,139 | $3,086+455.3% | $2,916+487.8% | $4,663+267.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |