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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 | $38,451 | $138,102-72.2% | $125,381-69.3% | $134,532-71.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.04% | 750.73%-779.8pp | 572.31%-601.4pp | 418.27%-447.3pp |
| Employer contribution / active EE | $14,316 | $5,245+172.9% | $4,815+197.3% | $4,741+202.0% |
| Participant deferral / active EE | $8,048 | $7,801+3.2% | $7,448+8.1% | $6,401+25.7% |
| Admin fee / account holder | $181 | $11,568-98.4% | $10,007-98.2% | $11,429-98.4% |