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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 | $35,116 | $138,078-74.6% | $125,363-72.0% | $134,509-73.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.39% | 750.49%-781.9pp | 572.15%-603.5pp | 418.13%-449.5pp |
| Employer contribution / active EE | $13,761 | $5,245+162.4% | $4,815+185.8% | $4,741+190.3% |
| Participant deferral / active EE | $9,684 | $7,800+24.2% | $7,447+30.0% | $6,400+51.3% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |