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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 | $145,096 | $72,426+100.3% | $67,560+114.8% | $145,897-0.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.03% | 7226.78%-7218.8pp | 3533.50%-3525.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,151 | $3,074-30.0% | $2,737-21.4% | $4,663-53.9% |
| Participant deferral / active EE | $26,750 | $4,785+459.0% | $4,004+568.1% | $6,689+299.9% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |