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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 | $118,755 | $109,863+8.1% | $98,477+20.6% | $167,518-29.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.48% | 1958.09%-1949.6pp | 1493.59%-1485.1pp | 478.71%-470.2pp |
| Employer contribution / active EE | $5,182 | $3,225+60.7% | $2,961+75.0% | $4,838+7.1% |
| Participant deferral / active EE | $13,001 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $8 | $6,755-99.9% | $5,951-99.9% | $12,312-99.9% |