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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 | $101,649 | $160,059-36.5% | $140,019-27.4% | $135,379-24.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -12.66% | 911.44%-924.1pp | 651.15%-663.8pp | 519.79%-532.5pp |
| Employer contribution / active EE | $9,254 | $6,420+44.2% | $5,605+65.1% | $4,779+93.6% |
| Participant deferral / active EE | $5,309 | $7,641-30.5% | $6,927-23.4% | $5,609-5.4% |
| Admin fee / account holder | $239 | $13,328-98.2% | $10,705-97.8% | $10,828-97.8% |