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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 | $197,724 | $180,459+9.6% | $154,108+28.3% | $135,380+46.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.32% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,571 | $6,035-40.8% | $5,298-32.6% | $4,779-25.3% |
| Participant deferral / active EE | $13,166 | $5,806+126.7% | $5,081+159.1% | $5,609+134.7% |
| Admin fee / account holder | $8 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |