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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 | $98,568 | $138,114-28.6% | $125,391-21.4% | $134,545-26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.54% | 750.88%-775.4pp | 572.41%-597.0pp | 418.37%-442.9pp |
| Employer contribution / active EE | $10,288 | $5,246+96.1% | $4,816+113.6% | $4,742+117.0% |
| Participant deferral / active EE | $11,301 | $7,801+44.9% | $7,448+51.7% | $6,401+76.5% |
| Admin fee / account holder | $135 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |