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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 | $120,737 | $202,342-40.3% | $172,752-30.1% | $152,897-21.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.14% | 1029.83%-1026.7pp | 802.97%-799.8pp | 345.43%-342.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,914 | $5,948+16.2% | $5,198+33.0% | $5,851+18.2% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |