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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 | $54,540 | $165,399-67.0% | $149,745-63.6% | $158,982-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.14% | 348.34%-359.5pp | 276.72%-287.9pp | 302.99%-314.1pp |
| Employer contribution / active EE | $11,070 | $5,105+116.9% | $4,646+138.3% | $4,763+132.4% |
| Participant deferral / active EE | $7,461 | $7,183+3.9% | $6,843+9.0% | $5,983+24.7% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |