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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 | $17,472 | $88,754-80.3% | $81,820-78.6% | $145,877-88.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | -1.07% | 1031.77%-1032.8pp | 777.93%-779.0pp | 551.28%-552.4pp |
| Employer contribution / active EE | $2,967 | $3,085-3.8% | $2,915+1.8% | $4,663-36.4% |
| Participant deferral / active EE | $2,542 | $4,648-45.3% | $4,323-41.2% | $6,691-62.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |