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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 | $88,180 | $150,447-41.4% | $136,298-35.3% | $147,586-40.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.52% | 1049.15%-1049.7pp | 5156.27%-5156.8pp | 578.59%-579.1pp |
| Employer contribution / active EE | $15,313 | $5,256+191.3% | $4,696+226.1% | $4,876+214.0% |
| Participant deferral / active EE | $12,325 | $6,631+85.9% | $6,247+97.3% | $5,439+126.6% |
| Admin fee / account holder | $269 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |