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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 | $116,075 | $202,345-42.6% | $172,755-32.8% | $152,885-24.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.63% | 1029.77%-1023.1pp | 802.94%-796.3pp | 345.39%-338.8pp |
| Employer contribution / active EE | $2,508 | $5,858-57.2% | $5,144-51.3% | $4,763-47.4% |
| Participant deferral / active EE | $2,508 | $5,948-57.8% | $5,198-51.8% | $5,851-57.1% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |