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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 | $34,890 | $180,459-80.7% | $154,108-77.4% | $135,380-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,580 | $6,035-73.8% | $5,298-70.2% | $4,779-66.9% |
| Participant deferral / active EE | $4,768 | $5,806-17.9% | $5,081-6.2% | $5,609-15.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |