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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 | $41,235 | $180,459-77.1% | $154,108-73.2% | $135,380-69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.20% | 888.21%-898.4pp | 735.21%-745.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $5,372 | $6,035-11.0% | $5,298+1.4% | $4,779+12.4% |
| Participant deferral / active EE | $8,245 | $5,806+42.0% | $5,081+62.3% | $5,609+47.0% |
| Admin fee / account holder | $9 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |