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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 | $31,322 | $138,102-77.3% | $125,381-75.0% | $134,532-76.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.48% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $4,226 | $5,245-19.4% | $4,815-12.2% | $4,741-10.9% |
| Participant deferral / active EE | $11,064 | $7,801+41.8% | $7,448+48.6% | $6,401+72.8% |
| Admin fee / account holder | $180 | $11,568-98.4% | $10,007-98.2% | $11,429-98.4% |