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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 | $124,237 | $135,645-8.4% | $110,243+12.7% | $135,379-8.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.84% | 513.24%-524.1pp | 314.76%-325.6pp | 519.79%-530.6pp |
| Employer contribution / active EE | $12,585 | $4,907+156.5% | $3,827+228.9% | $4,779+163.4% |
| Participant deferral / active EE | $16,856 | $5,507+206.1% | $4,672+260.8% | $5,609+200.5% |
| Admin fee / account holder | -$212 | $11,458-101.9% | $8,548-102.5% | $10,828-102.0% |