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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 | $43,447 | $180,462-75.9% | $154,111-71.8% | $135,379-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.85% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,683 | $6,036-55.5% | $5,298-49.4% | $4,779-43.9% |
| Participant deferral / active EE | $4,905 | $5,806-15.5% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |