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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 | $72,403+100.4% | $67,524+114.9% | $145,978-0.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.03% | 7197.23%-7189.2pp | 3519.41%-3511.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,151 | $3,072-30.0% | $2,734-21.3% | $4,662-53.9% |
| Participant deferral / active EE | $26,750 | $4,782+459.4% | $4,001+568.5% | $6,690+299.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |