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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 | $164,960 | $180,459-8.6% | $154,108+7.0% | $135,380+21.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.41% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $28,979 | $6,035+380.2% | $5,298+447.0% | $4,779+506.4% |
| Participant deferral / active EE | $16,690 | $5,806+187.5% | $5,081+228.5% | $5,609+197.6% |
| Admin fee / account holder | $56 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |