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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 | $43,013 | $209,874-79.5% | $189,537-77.3% | $167,536-74.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -0.67% | 748.61%-749.3pp | 555.34%-556.0pp | 478.82%-479.5pp |
| Employer contribution / active EE | $6,672 | $6,913-3.5% | $6,161+8.3% | $4,839+37.9% |
| Participant deferral / active EE | $13,146 | $8,934+47.2% | $8,220+59.9% | $6,342+107.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |