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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 | $44,555 | $109,967-59.5% | $97,197-54.2% | $145,877-69.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.83% | 244.27%-238.4pp | 75.47%-69.6pp | 551.28%-545.5pp |
| Employer contribution / active EE | $4,907 | $3,077+59.5% | $2,723+80.2% | $4,663+5.2% |
| Participant deferral / active EE | $17,763 | $4,676+279.9% | $4,263+316.7% | $6,691+165.5% |
| Admin fee / account holder | $170 | $6,199-97.3% | $5,637-97.0% | $13,402-98.7% |