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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 | $29,200 | $138,102-78.9% | $125,381-76.7% | $134,532-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.61% | 750.73%-776.3pp | 572.31%-597.9pp | 418.27%-443.9pp |
| Employer contribution / active EE | $5,481 | $5,245+4.5% | $4,815+13.8% | $4,741+15.6% |
| Participant deferral / active EE | $9,615 | $7,801+23.3% | $7,448+29.1% | $6,401+50.2% |
| Admin fee / account holder | $105 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |