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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 | $231,090 | $160,059+44.4% | $140,019+65.0% | $135,380+70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -44.67% | 911.48%-956.1pp | 651.17%-695.8pp | 519.81%-564.5pp |
| Employer contribution / active EE | $15,002 | $6,420+133.7% | $5,605+167.6% | $4,779+213.9% |
| Participant deferral / active EE | $12,167 | $7,641+59.2% | $6,927+75.7% | $5,609+116.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |