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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 | $143,470 | $160,028-10.3% | $147,080-2.5% | $145,884-1.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 4.53% | 98.60%-94.1pp | 420.17%-415.6pp | 551.85%-547.3pp |
| Employer contribution / active EE | $13,421 | $5,286+153.9% | $4,933+172.0% | $4,662+187.9% |
| Participant deferral / active EE | $8,917 | $8,422+5.9% | $8,066+10.5% | $6,690+33.3% |
| Admin fee / account holder | $47 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |