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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 | $51,179 | $138,102-62.9% | $125,381-59.2% | $134,532-62.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.51% | 750.73%-785.2pp | 572.31%-606.8pp | 418.27%-452.8pp |
| Employer contribution / active EE | $29,785 | $5,245+467.8% | $4,815+518.6% | $4,741+528.2% |
| Participant deferral / active EE | $9,270 | $7,801+18.8% | $7,448+24.5% | $6,401+44.8% |
| Admin fee / account holder | $263 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |