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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 | $130,851 | $202,342-35.3% | $172,753-24.3% | $152,909-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.62% | 1029.88%-1031.5pp | 803.00%-804.6pp | 345.46%-347.1pp |
| Employer contribution / active EE | $5,880 | $5,857+0.4% | $5,144+14.3% | $4,764+23.4% |
| Participant deferral / active EE | $21,400 | $5,948+259.8% | $5,198+311.7% | $5,851+265.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |