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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 | $224,053 | $90,530+147.5% | $76,030+194.7% | $145,897+53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.97% | 625.08%-617.1pp | 361.54%-353.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,076 | $3,319-37.5% | $2,688-22.8% | $4,663-55.5% |
| Participant deferral / active EE | $13,200 | $5,164+155.6% | $4,257+210.1% | $6,689+97.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |