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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 | $123,145 | $72,465+69.9% | $67,575+82.2% | $145,884-15.6% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | -3.41% | 7222.56%-7226.0pp | 3528.98%-3532.4pp | 551.85%-555.3pp |
| Employer contribution / active EE | $3,978 | $3,074+29.4% | $2,736+45.4% | $4,662-14.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |