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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 | $40,236 | $97,732-58.8% | $83,831-52.0% | $135,380-70.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -10.47% | 1287.56%-1298.0pp | 850.99%-861.5pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,974 | $4,222-29.6% | $3,631-18.1% | $4,779-37.8% |
| Participant deferral / active EE | $3,637 | $4,683-22.3% | $4,082-10.9% | $5,609-35.2% |
| Admin fee / account holder | $35 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |