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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 | $231,878 | $138,102+67.9% | $125,381+84.9% | $134,532+72.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.99% | 750.73%-774.7pp | 572.31%-596.3pp | 418.27%-442.3pp |
| Employer contribution / active EE | $3,546 | $5,245-32.4% | $4,815-26.4% | $4,741-25.2% |
| Participant deferral / active EE | $10,877 | $7,801+39.4% | $7,448+46.0% | $6,401+69.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |