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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 | $93,697 | $138,102-32.2% | $125,381-25.3% | $134,532-30.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.15% | 750.73%-780.9pp | 572.31%-602.5pp | 418.27%-448.4pp |
| Employer contribution / active EE | $5,628 | $5,245+7.3% | $4,815+16.9% | $4,741+18.7% |
| Participant deferral / active EE | $7,247 | $7,801-7.1% | $7,448-2.7% | $6,401+13.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |