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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 | $19,849 | $99,647-80.1% | $86,439-77.0% | $134,509-85.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.39% | 6784.13%-6813.5pp | 4395.55%-4424.9pp | 418.13%-447.5pp |
| Employer contribution / active EE | $4,156 | $4,401-5.6% | $3,769+10.3% | $4,741-12.3% |
| Participant deferral / active EE | $8,893 | $7,246+22.7% | $6,952+27.9% | $6,400+38.9% |
| Admin fee / account holder | $55 | $8,373-99.3% | $6,732-99.2% | $11,427-99.5% |