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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 | $52,855 | $135,645-61.0% | $110,243-52.1% | $135,379-61.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.21% | 513.24%-525.4pp | 314.76%-327.0pp | 519.79%-532.0pp |
| Employer contribution / active EE | $5,602 | $4,907+14.2% | $3,827+46.4% | $4,779+17.2% |
| Participant deferral / active EE | $16,240 | $5,507+194.9% | $4,672+247.6% | $5,609+189.5% |
| Admin fee / account holder | $131 | $11,458-98.9% | $8,548-98.5% | $10,828-98.8% |