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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 | $17,747 | $138,114-87.2% | $125,391-85.8% | $134,545-86.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.34% | 750.88%-773.2pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $5,969 | $5,246+13.8% | $4,816+24.0% | $4,742+25.9% |
| Participant deferral / active EE | $8,441 | $7,801+8.2% | $7,448+13.3% | $6,401+31.9% |
| Admin fee / account holder | $125 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |