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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 | $21,418 | $138,078-84.5% | $125,363-82.9% | $134,509-84.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.92% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $4,784 | $5,245-8.8% | $4,815-0.6% | $4,741+0.9% |
| Participant deferral / active EE | $7,909 | $7,800+1.4% | $7,447+6.2% | $6,400+23.6% |
| Admin fee / account holder | $133 | $11,566-98.8% | $10,005-98.7% | $11,427-98.8% |