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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 | $31,928 | $138,078-76.9% | $125,363-74.5% | $134,509-76.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.56% | 750.49%-772.0pp | 572.15%-593.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $3,226 | $5,245-38.5% | $4,815-33.0% | $4,741-31.9% |
| Participant deferral / active EE | $8,940 | $7,800+14.6% | $7,447+20.0% | $6,400+39.7% |
| Admin fee / account holder | $19 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |