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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 | $171,248 | $180,462-5.1% | $154,111+11.1% | $135,379+26.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.91% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $12,776 | $6,036+111.7% | $5,298+141.1% | $4,779+167.3% |
| Participant deferral / active EE | $12,903 | $5,806+122.2% | $5,081+154.0% | $5,609+130.0% |
| Admin fee / account holder | $87 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |