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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 | $99,574 | $97,732+1.9% | $83,831+18.8% | $135,380-26.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.98% | 1287.56%-1297.5pp | 850.99%-861.0pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,807 | $4,222-57.2% | $3,631-50.2% | $4,779-62.2% |
| Participant deferral / active EE | $2,880 | $4,683-38.5% | $4,082-29.4% | $5,609-48.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |