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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 | $44,782 | $180,459-75.2% | $154,108-70.9% | $135,380-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.66% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,338 | $6,035-44.7% | $5,298-37.0% | $4,779-30.1% |
| Participant deferral / active EE | $3,666 | $5,806-36.9% | $5,081-27.8% | $5,609-34.6% |
| Admin fee / account holder | $295 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |