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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 | $72,465+233.7% | $67,575+257.9% | $145,884+65.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.90% | 7222.56%-7219.7pp | 3528.98%-3526.1pp | 551.85%-548.9pp |
| Employer contribution / active EE | $15,000 | $3,074+388.0% | $2,736+448.3% | $4,662+221.7% |
| Participant deferral / active EE | $23,000 | $4,786+380.6% | $4,003+474.5% | $6,690+243.8% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |