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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 | $77,849 | $160,059-51.4% | $140,019-44.4% | $135,380-42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.19% | 911.48%-927.7pp | 651.17%-667.4pp | 519.81%-536.0pp |
| Employer contribution / active EE | $13,380 | $6,420+108.4% | $5,605+138.7% | $4,779+180.0% |
| Participant deferral / active EE | $11,563 | $7,641+51.3% | $6,927+66.9% | $5,609+106.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |