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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 | $51,511 | $160,059-67.8% | $140,019-63.2% | $135,380-62.0% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -9.48% | 911.48%-921.0pp | 651.17%-660.6pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,470 | $6,420-61.5% | $5,605-55.9% | $4,779-48.3% |
| Participant deferral / active EE | $9,836 | $7,641+28.7% | $6,927+42.0% | $5,609+75.4% |
| Admin fee / account holder | $101 | $13,328-99.2% | $10,705-99.1% | $10,828-99.1% |