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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 | $14,995 | $138,078-89.1% | $125,363-88.0% | $134,509-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.57% | 750.49%-787.1pp | 572.15%-608.7pp | 418.13%-454.7pp |
| Employer contribution / active EE | $4,770 | $5,245-9.1% | $4,815-0.9% | $4,741+0.6% |
| Participant deferral / active EE | $17,360 | $7,800+122.6% | $7,447+133.1% | $6,400+171.2% |
| Admin fee / account holder | $58 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |