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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 | $89,394 | $90,606-1.3% | $79,466+12.5% | $135,379-34.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -10.49% | 977.69%-988.2pp | 718.28%-728.8pp | 519.79%-530.3pp |
| Employer contribution / active EE | $3,665 | $3,068+19.5% | $2,800+30.9% | $4,779-23.3% |
| Participant deferral / active EE | $7,404 | $4,050+82.8% | $3,704+99.9% | $5,609+32.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |