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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 | $106,084 | $180,459-41.2% | $154,108-31.2% | $135,380-21.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.03% | 888.21%-910.2pp | 735.21%-757.2pp | 519.81%-541.8pp |
| Employer contribution / active EE | $30,000 | $6,035+397.1% | $5,298+466.3% | $4,779+527.8% |
| Participant deferral / active EE | $17,496 | $5,806+201.3% | $5,081+244.4% | $5,609+211.9% |
| Admin fee / account holder | $1 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |