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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 | $130,722 | $81,749+59.9% | $58,544+123.3% | $139,456-6.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 1.95% | 7425.45%-7423.5pp | 4249.56%-4247.6pp | 373.45%-371.5pp |
| Employer contribution / active EE | $3,580 | $1,398+156.1% | $1,053+240.0% | $4,753-24.7% |
| Participant deferral / active EE | $5,370 | $2,555+110.2% | $1,923+179.3% | $6,711-20.0% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |