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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 | $88,754+65.1% | $81,820+79.1% | $145,877+0.5% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 5.49% | 1031.77%-1026.3pp | 777.93%-772.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $17,139 | $3,085+455.5% | $2,915+488.0% | $4,663+267.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |