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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 | $162,236 | $138,114+17.5% | $125,391+29.4% | $134,545+20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.20% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,676 | $5,246-49.0% | $4,816-44.4% | $4,742-43.6% |
| Participant deferral / active EE | $13,690 | $7,801+75.5% | $7,448+83.8% | $6,401+113.9% |
| Admin fee / account holder | $60 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |