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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 | $58,515 | $160,059-63.4% | $140,019-58.2% | $135,382-56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.97% | 911.44%-924.4pp | 651.15%-664.1pp | 519.77%-532.7pp |
| Employer contribution / active EE | $6,652 | $6,420+3.6% | $5,605+18.7% | $4,779+39.2% |
| Participant deferral / active EE | $14,924 | $7,641+95.3% | $6,927+115.5% | $5,609+166.1% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,829-99.9% |