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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 | $23,930 | $138,114-82.7% | $125,391-80.9% | $134,545-82.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.14% | 750.88%-774.0pp | 572.41%-595.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $3,898 | $5,246-25.7% | $4,816-19.0% | $4,742-17.8% |
| Participant deferral / active EE | $5,280 | $7,801-32.3% | $7,448-29.1% | $6,401-17.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |