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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 | $86,197 | $180,466-52.2% | $154,114-44.1% | $135,382-36.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.14% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $6,210 | $6,035+2.9% | $5,298+17.2% | $4,779+29.9% |
| Participant deferral / active EE | $6,564 | $5,806+13.0% | $5,081+29.2% | $5,609+17.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |