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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 | $49,425 | $180,462-72.6% | $154,111-67.9% | $135,379-63.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.93% | 888.17%-898.1pp | 735.18%-745.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $8,811 | $6,036+46.0% | $5,298+66.3% | $4,779+84.4% |
| Participant deferral / active EE | $5,680 | $5,806-2.2% | $5,081+11.8% | $5,609+1.3% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |