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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 | $87,083 | $190,879-54.4% | $160,009-45.6% | $134,532-35.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.99% | 552.63%-574.6pp | 408.85%-430.8pp | 418.27%-440.3pp |
| Employer contribution / active EE | $15,915 | $4,995+218.6% | $4,225+276.7% | $4,741+235.7% |
| Participant deferral / active EE | $10,010 | $6,924+44.6% | $6,183+61.9% | $6,401+56.4% |
| Admin fee / account holder | $210 | $10,495-98.0% | $8,715-97.6% | $11,429-98.2% |