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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 | $35,186 | $144,124-75.6% | $117,857-70.1% | $147,585-76.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -0.26% | 531.17%-531.4pp | 335.09%-335.3pp | 578.57%-578.8pp |
| Employer contribution / active EE | $13,729 | $4,897+180.4% | $3,786+262.6% | $4,876+181.5% |
| Participant deferral / active EE | $6,829 | $5,316+28.5% | $4,482+52.4% | $5,439+25.6% |
| Admin fee / account holder | $232 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |