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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 | $19,600 | $138,114-85.8% | $125,391-84.4% | $134,545-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.98% | 750.88%-773.9pp | 572.41%-595.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,332 | $5,246-55.5% | $4,816-51.6% | $4,742-50.8% |
| Participant deferral / active EE | $11,553 | $7,801+48.1% | $7,448+55.1% | $6,401+80.5% |
| Admin fee / account holder | $138 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |