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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 | $102,853 | $160,059-35.7% | $140,019-26.5% | $135,379-24.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.55% | 911.44%-921.0pp | 651.15%-660.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $13,563 | $6,420+111.3% | $5,605+142.0% | $4,779+183.8% |
| Participant deferral / active EE | $8,948 | $7,641+17.1% | $6,927+29.2% | $5,609+59.5% |
| Admin fee / account holder | $12 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |