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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 | $138,382 | $180,462-23.3% | $154,111-10.2% | $135,379+2.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.97% | 888.17%-897.1pp | 735.18%-744.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,782 | $6,036-37.3% | $5,298-28.6% | $4,779-20.9% |
| Participant deferral / active EE | $6,050 | $5,806+4.2% | $5,081+19.1% | $5,609+7.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |