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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 | $62,629 | $180,466-65.3% | $154,114-59.4% | $135,382-53.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.99% | 888.15%-897.1pp | 735.16%-744.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $27,938 | $6,035+362.9% | $5,298+427.4% | $4,779+484.6% |
| Participant deferral / active EE | $23,202 | $5,806+299.6% | $5,081+356.7% | $5,609+313.7% |
| Admin fee / account holder | $143 | $16,144-99.1% | $13,411-98.9% | $10,829-98.7% |