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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 | $88,710+65.2% | $81,783+79.2% | $145,959+0.4% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 5.49% | 1027.26%-1021.8pp | 775.05%-769.6pp | 561.95%-556.5pp |
| Employer contribution / active EE | $17,139 | $3,083+455.9% | $2,913+488.5% | $4,661+267.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |