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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 | $123,314 | $138,102-10.7% | $125,381-1.6% | $134,532-8.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.35% | 750.73%-782.1pp | 572.31%-603.7pp | 418.27%-449.6pp |
| Employer contribution / active EE | $2,366 | $5,245-54.9% | $4,815-50.9% | $4,741-50.1% |
| Participant deferral / active EE | $11,163 | $7,801+43.1% | $7,448+49.9% | $6,401+74.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |