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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 | $244,842 | $180,749+35.5% | $160,784+52.3% | $137,256+78.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.57% | 2234.46%-2226.9pp | 1803.92%-1796.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $25,025 | $4,155+502.3% | $3,733+570.4% | $4,156+502.1% |
| Participant deferral / active EE | $8,000 | $6,844+16.9% | $6,293+27.1% | $6,407+24.9% |
| Admin fee / account holder | $50 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |