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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 | $29,353 | $180,459-83.7% | $154,108-81.0% | $135,380-78.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.12% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $11,059 | $6,035+83.2% | $5,298+108.8% | $4,779+131.4% |
| Participant deferral / active EE | $9,876 | $5,806+70.1% | $5,081+94.4% | $5,609+76.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |