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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 | $60,479 | $97,761-38.1% | $83,850-27.9% | $135,382-55.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.72% | 1287.44%-1297.2pp | 850.92%-860.6pp | 519.77%-529.5pp |
| Employer contribution / active EE | $5,120 | $4,222+21.3% | $3,631+41.0% | $4,779+7.1% |
| Participant deferral / active EE | $11,520 | $4,682+146.0% | $4,082+182.2% | $5,609+105.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |