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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 | $34,203 | $180,462-81.0% | $154,111-77.8% | $135,379-74.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -38.19% | 888.17%-926.4pp | 735.18%-773.4pp | 519.79%-558.0pp |
| Employer contribution / active EE | $3,020 | $6,036-50.0% | $5,298-43.0% | $4,779-36.8% |
| Participant deferral / active EE | $20,500 | $5,806+253.1% | $5,081+303.5% | $5,609+265.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |