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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 | $119,382 | $138,114-13.6% | $125,391-4.8% | $134,545-11.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.52% | 750.88%-776.4pp | 572.41%-597.9pp | 418.37%-443.9pp |
| Employer contribution / active EE | $14,147 | $5,246+169.7% | $4,816+193.8% | $4,742+198.4% |
| Participant deferral / active EE | $8,374 | $7,801+7.3% | $7,448+12.4% | $6,401+30.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |