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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 | $47,845 | $180,462-73.5% | $154,111-69.0% | $135,379-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.96% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $2,777 | $6,036-54.0% | $5,298-47.6% | $4,779-41.9% |
| Participant deferral / active EE | $13,067 | $5,806+125.0% | $5,081+157.2% | $5,609+133.0% |
| Admin fee / account holder | $63 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |