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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 | $77,119 | $169,356-54.5% | $129,406-40.4% | $145,897-47.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | -6.38% | 14418.62%-14425.0pp | 9468.18%-9474.6pp | 552.29%-558.7pp |
| Employer contribution / active EE | $3,071 | $5,542-44.6% | $4,155-26.1% | $4,663-34.1% |
| Participant deferral / active EE | $9,005 | $4,987+80.6% | $4,167+116.1% | $6,689+34.6% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |