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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 | $118,447 | $138,114-14.2% | $125,391-5.5% | $134,545-12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.78% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $5,839 | $5,246+11.3% | $4,816+21.2% | $4,742+23.1% |
| Participant deferral / active EE | $9,747 | $7,801+24.9% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |