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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 | $46,387 | $138,114-66.4% | $125,391-63.0% | $134,545-65.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.72% | 750.88%-778.6pp | 572.41%-600.1pp | 418.37%-446.1pp |
| Employer contribution / active EE | $12,875 | $5,246+145.4% | $4,816+167.4% | $4,742+171.5% |
| Participant deferral / active EE | $4,800 | $7,801-38.5% | $7,448-35.6% | $6,401-25.0% |
| Admin fee / account holder | $185 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |