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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 | $21,565 | $138,102-84.4% | $125,381-82.8% | $134,532-84.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -49.63% | 750.73%-800.4pp | 572.31%-621.9pp | 418.27%-467.9pp |
| Employer contribution / active EE | $8,196 | $5,245+56.3% | $4,815+70.2% | $4,741+72.9% |
| Participant deferral / active EE | $14,787 | $7,801+89.6% | $7,448+98.5% | $6,401+131.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |