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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 | $216,685 | $138,078+56.9% | $125,363+72.8% | $134,509+61.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.06% | 750.49%-772.6pp | 572.15%-594.2pp | 418.13%-440.2pp |
| Employer contribution / active EE | $3,810 | $5,245-27.4% | $4,815-20.9% | $4,741-19.6% |
| Participant deferral / active EE | $14,451 | $7,800+85.3% | $7,447+94.0% | $6,400+125.8% |
| Admin fee / account holder | $148 | $11,566-98.7% | $10,005-98.5% | $11,427-98.7% |