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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 | $99,792 | $160,059-37.7% | $140,019-28.7% | $135,380-26.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.50% | 911.48%-924.0pp | 651.17%-663.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $14,685 | $6,420+128.7% | $5,605+162.0% | $4,779+207.3% |
| Participant deferral / active EE | $13,088 | $7,641+71.3% | $6,927+89.0% | $5,609+133.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |