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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 | $150,842 | $209,422-28.0% | $178,503-15.5% | $158,982-5.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.77% | 188.81%-192.6pp | 151.12%-154.9pp | 302.99%-306.8pp |
| Employer contribution / active EE | $6,688 | $5,707+17.2% | $5,011+33.5% | $4,763+40.4% |
| Participant deferral / active EE | $6,678 | $5,955+12.1% | $5,202+28.4% | $5,983+11.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |