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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 | $177,932 | $169,336+5.1% | $129,384+37.5% | $145,884+22.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -6.05% | 14408.70%-14414.8pp | 9461.77%-9467.8pp | 551.85%-557.9pp |
| Employer contribution / active EE | $333 | $5,540-94.0% | $4,153-92.0% | $4,662-92.9% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |