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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 | $175,281 | $209,874-16.5% | $189,537-7.5% | $167,536+4.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -50.47% | 748.61%-799.1pp | 555.34%-605.8pp | 478.82%-529.3pp |
| Employer contribution / active EE | $7,556 | $6,913+9.3% | $6,161+22.6% | $4,839+56.1% |
| Participant deferral / active EE | $5,550 | $8,934-37.9% | $8,220-32.5% | $6,342-12.5% |
| Admin fee / account holder | $67 | $14,299-99.5% | $12,048-99.4% | $12,315-99.5% |