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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 | $65,875 | $138,078-52.3% | $125,363-47.5% | $134,509-51.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.34% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $9,118 | $5,245+73.8% | $4,815+89.4% | $4,741+92.3% |
| Participant deferral / active EE | $11,452 | $7,800+46.8% | $7,447+53.8% | $6,400+78.9% |
| Admin fee / account holder | $278 | $11,566-97.6% | $10,005-97.2% | $11,427-97.6% |