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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 | $90,052 | $180,459-50.1% | $154,108-41.6% | $135,380-33.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.14% | 888.21%-899.3pp | 735.21%-746.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $10,005 | $6,035+65.8% | $5,298+88.9% | $4,779+109.4% |
| Participant deferral / active EE | $8,764 | $5,806+50.9% | $5,081+72.5% | $5,609+56.3% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |