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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 | $185,981 | $190,862-2.6% | $159,991+16.2% | $134,509+38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.01% | 552.59%-573.6pp | 408.82%-429.8pp | 418.13%-439.1pp |
| Employer contribution / active EE | $33,725 | $4,995+575.2% | $4,225+698.2% | $4,741+611.4% |
| Participant deferral / active EE | $19,841 | $6,924+186.6% | $6,183+220.9% | $6,400+210.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |