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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 | $173,636 | $138,102+25.7% | $125,381+38.5% | $134,532+29.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.98% | 750.73%-775.7pp | 572.31%-597.3pp | 418.27%-443.2pp |
| Employer contribution / active EE | $3,694 | $5,245-29.6% | $4,815-23.3% | $4,741-22.1% |
| Participant deferral / active EE | $20,620 | $7,801+164.3% | $7,448+176.9% | $6,401+222.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |