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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 | $39,272 | $138,068-71.6% | $125,358-68.7% | $134,493-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.38% | 750.30%-780.7pp | 572.03%-602.4pp | 418.01%-448.4pp |
| Employer contribution / active EE | $20,225 | $5,244+285.7% | $4,814+320.1% | $4,740+326.7% |
| Participant deferral / active EE | $34,562 | $7,799+343.1% | $7,447+364.1% | $6,400+440.0% |
| Admin fee / account holder | $133 | $11,568-98.9% | $10,007-98.7% | $11,425-98.8% |