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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 | $21,027 | $97,732-78.5% | $83,831-74.9% | $135,380-84.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.41% | 1287.56%-1302.0pp | 850.99%-865.4pp | 519.81%-534.2pp |
| Employer contribution / active EE | $5,349 | $4,222+26.7% | $3,631+47.3% | $4,779+11.9% |
| Participant deferral / active EE | $6,220 | $4,683+32.8% | $4,082+52.4% | $5,609+10.9% |
| Admin fee / account holder | $163 | $6,675-97.6% | $5,479-97.0% | $10,828-98.5% |