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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 | $28,651 | $180,459-84.1% | $154,108-81.4% | $135,380-78.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.64% | 888.21%-897.9pp | 735.21%-744.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,006 | $6,035-66.8% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $9,363 | $5,806+61.3% | $5,081+84.3% | $5,609+66.9% |
| Admin fee / account holder | $249 | $16,145-98.5% | $13,411-98.1% | $10,828-97.7% |