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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 | $54,354 | $165,351-67.1% | $149,710-63.7% | $158,931-65.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.71% | 348.19%-342.5pp | 276.63%-270.9pp | 302.86%-297.2pp |
| Employer contribution / active EE | $14,713 | $5,103+188.3% | $4,645+216.8% | $4,761+209.0% |
| Participant deferral / active EE | $13,801 | $7,181+92.2% | $6,842+101.7% | $5,982+130.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |