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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 | $29,460 | $138,114-78.7% | $125,391-76.5% | $134,545-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.35% | 750.88%-792.2pp | 572.41%-613.8pp | 418.37%-459.7pp |
| Employer contribution / active EE | $15,676 | $5,246+198.8% | $4,816+225.5% | $4,742+230.6% |
| Participant deferral / active EE | $9,718 | $7,801+24.6% | $7,448+30.5% | $6,401+51.8% |
| Admin fee / account holder | $215 | $11,570-98.1% | $10,009-97.9% | $11,431-98.1% |