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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 | $45,612 | $160,059-71.5% | $140,019-67.4% | $135,380-66.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.13% | 911.48%-921.6pp | 651.17%-661.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $10,843 | $6,420+68.9% | $5,605+93.4% | $4,779+126.9% |
| Participant deferral / active EE | $5,055 | $7,641-33.8% | $6,927-27.0% | $5,609-9.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |