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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 | $190,992 | $160,059+19.3% | $140,019+36.4% | $135,380+41.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -18.35% | 911.48%-929.8pp | 651.17%-669.5pp | 519.81%-538.2pp |
| Employer contribution / active EE | $15,737 | $6,420+145.1% | $5,605+180.8% | $4,779+229.3% |
| Participant deferral / active EE | $10,658 | $7,641+39.5% | $6,927+53.9% | $5,609+90.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |