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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 | $118,463 | $180,459-34.4% | $154,108-23.1% | $135,380-12.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -9.86% | 888.21%-898.1pp | 735.21%-745.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $5,585 | $6,035-7.5% | $5,298+5.4% | $4,779+16.9% |
| Participant deferral / active EE | $3,806 | $5,806-34.4% | $5,081-25.1% | $5,609-32.1% |
| Admin fee / account holder | $33 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |