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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 | $42,159 | $180,459-76.6% | $154,108-72.6% | $135,380-68.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.36% | 888.21%-901.6pp | 735.21%-748.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $13,110 | $6,035+117.2% | $5,298+147.5% | $4,779+174.3% |
| Participant deferral / active EE | $5,817 | $5,806+0.2% | $5,081+14.5% | $5,609+3.7% |
| Admin fee / account holder | $242 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |