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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 | $50,593 | $138,102-63.4% | $125,381-59.6% | $134,532-62.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.35% | 750.73%-775.1pp | 572.31%-596.7pp | 418.27%-442.6pp |
| Employer contribution / active EE | $17,329 | $5,245+230.4% | $4,815+259.9% | $4,741+265.5% |
| Participant deferral / active EE | $14,747 | $7,801+89.0% | $7,448+98.0% | $6,401+130.4% |
| Admin fee / account holder | $75 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |