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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 | $36,174 | $138,114-73.8% | $125,391-71.2% | $134,545-73.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.32% | 750.88%-774.2pp | 572.41%-595.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $5,200 | $5,246-0.9% | $4,816+8.0% | $4,742+9.7% |
| Participant deferral / active EE | $17,500 | $7,801+124.3% | $7,448+135.0% | $6,401+173.4% |
| Admin fee / account holder | $115 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |