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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 | $39,507 | $180,462-78.1% | $154,111-74.4% | $135,379-70.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -9.12% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,399 | $6,036-60.2% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $3,150 | $5,806-45.7% | $5,081-38.0% | $5,609-43.8% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |