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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 | $180,120 | $109,863+64.0% | $98,477+82.9% | $167,518+7.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 7.63% | 1958.09%-1950.5pp | 1493.59%-1486.0pp | 478.71%-471.1pp |
| Employer contribution / active EE | $7,169 | $3,225+122.3% | $2,961+142.2% | $4,838+48.2% |
| Participant deferral / active EE | $9,186 | $4,673+96.6% | $4,276+114.8% | $6,342+44.9% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |