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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 | $68,280 | $56,200+21.5% | $67,653+0.9% | $59,633+14.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.55% | 18506.71%-18510.3pp | 6625.22%-6628.8pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $6,025 | $1,615+273.2% | $2,266+166.0% | $2,203+173.6% |
| Participant deferral / active EE | $2,409 | $2,843-15.3% | $3,560-32.3% | $3,192-24.5% |
| Admin fee / account holder | $10 | $3,959-99.8% | $4,821-99.8% | $4,297-99.8% |