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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 | $113,697 | $176,120-35.4% | $159,487-28.7% | $167,553-32.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.54% | 331.95%-332.5pp | 263.71%-264.2pp | 478.89%-479.4pp |
| Employer contribution / active EE | $27,813 | $5,299+424.8% | $4,831+475.7% | $4,840+474.7% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $14 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |