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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 | $151,676 | $138,102+9.8% | $125,381+21.0% | $134,532+12.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.24% | 750.73%-773.0pp | 572.31%-594.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $21,121 | $5,245+302.7% | $4,815+338.6% | $4,741+345.5% |
| Participant deferral / active EE | $14,482 | $7,801+85.7% | $7,448+94.5% | $6,401+126.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |