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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 | $154,587 | $138,114+11.9% | $125,391+23.3% | $134,545+14.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.60% | 750.88%-772.5pp | 572.41%-594.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $4,181 | $5,246-20.3% | $4,816-13.2% | $4,742-11.8% |
| Participant deferral / active EE | $12,424 | $7,801+59.3% | $7,448+66.8% | $6,401+94.1% |
| Admin fee / account holder | $80 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |