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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 | $46,900 | $160,059-70.7% | $140,019-66.5% | $135,379-65.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -26.50% | 911.44%-937.9pp | 651.15%-677.7pp | 519.79%-546.3pp |
| Employer contribution / active EE | $5,582 | $6,420-13.1% | $5,605-0.4% | $4,779+16.8% |
| Participant deferral / active EE | $11,350 | $7,641+48.5% | $6,927+63.9% | $5,609+102.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |