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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 | $41,020 | $138,078-70.3% | $125,363-67.3% | $134,509-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.67% | 750.49%-772.2pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,011 | $7,800+182.2% | $7,447+195.6% | $6,400+243.9% |
| Admin fee / account holder | $289 | $11,566-97.5% | $10,005-97.1% | $11,427-97.5% |