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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 | $47,830 | $138,078-65.4% | $125,363-61.8% | $134,509-64.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.42% | 750.49%-773.9pp | 572.15%-595.6pp | 418.13%-441.6pp |
| Employer contribution / active EE | $3,468 | $5,245-33.9% | $4,815-28.0% | $4,741-26.8% |
| Participant deferral / active EE | $7,699 | $7,800-1.3% | $7,447+3.4% | $6,400+20.3% |
| Admin fee / account holder | $169 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |