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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 | $85,432 | $90,606-5.7% | $79,466+7.5% | $135,379-36.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.42% | 977.69%-988.1pp | 718.28%-728.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $3,578 | $3,068+16.6% | $2,800+27.8% | $4,779-25.1% |
| Participant deferral / active EE | $8,006 | $4,050+97.7% | $3,704+116.2% | $5,609+42.7% |
| Admin fee / account holder | $8 | $5,895-99.9% | $5,104-99.8% | $10,828-99.9% |