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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 | $74,948 | $180,462-58.5% | $154,111-51.4% | $135,379-44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $6,975 | $6,036+15.6% | $5,298+31.7% | $4,779+45.9% |
| Participant deferral / active EE | $6,954 | $5,806+19.8% | $5,081+36.9% | $5,609+24.0% |
| Admin fee / account holder | $215 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |