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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 | $73,361 | $165,399-55.6% | $149,745-51.0% | $158,982-53.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.34% | 348.34%-351.7pp | 276.72%-280.1pp | 302.99%-306.3pp |
| Employer contribution / active EE | $2,304 | $5,105-54.9% | $4,646-50.4% | $4,763-51.6% |
| Participant deferral / active EE | $16,035 | $7,183+123.2% | $6,843+134.3% | $5,983+168.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |