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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 | $32,796 | $138,078-76.2% | $125,363-73.8% | $134,509-75.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.04% | 750.49%-776.5pp | 572.15%-598.2pp | 418.13%-444.2pp |
| Employer contribution / active EE | $6,726 | $5,245+28.2% | $4,815+39.7% | $4,741+41.9% |
| Participant deferral / active EE | $21,210 | $7,800+171.9% | $7,447+184.8% | $6,400+231.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |