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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 | $226,040 | $109,872+105.7% | $98,483+129.5% | $167,536+34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.01% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,385 | $3,225+4.9% | $2,961+14.3% | $4,839-30.1% |
| Participant deferral / active EE | $15,075 | $4,673+222.6% | $4,276+252.5% | $6,342+137.7% |
| Admin fee / account holder | $20 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |