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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 | $68,706 | $138,078-50.2% | $125,363-45.2% | $134,509-48.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.14% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $10,430 | $5,245+98.9% | $4,815+116.6% | $4,741+120.0% |
| Participant deferral / active EE | $13,939 | $7,800+78.7% | $7,447+87.2% | $6,400+117.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |