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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 | $45,009 | $99,647-54.8% | $86,439-47.9% | $134,509-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.25% | 6784.13%-6809.4pp | 4395.55%-4420.8pp | 418.13%-443.4pp |
| Employer contribution / active EE | $7,300 | $4,401+65.9% | $3,769+93.7% | $4,741+54.0% |
| Participant deferral / active EE | $20,125 | $7,246+177.7% | $6,952+189.5% | $6,400+214.4% |
| Admin fee / account holder | $148 | $8,373-98.2% | $6,732-97.8% | $11,427-98.7% |