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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 | $241,833 | $72,403+234.0% | $67,524+258.1% | $145,978+65.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.90% | 7197.23%-7194.3pp | 3519.41%-3516.5pp | 550.52%-547.6pp |
| Employer contribution / active EE | $15,000 | $3,072+388.4% | $2,734+448.7% | $4,662+221.8% |
| Participant deferral / active EE | $23,000 | $4,782+380.9% | $4,001+474.8% | $6,690+243.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |