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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 | $40,937 | $165,381-75.2% | $149,730-72.7% | $158,966-74.2% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | -51.35% | 348.29%-399.6pp | 276.70%-328.1pp | 302.95%-354.3pp |
| Employer contribution / active EE | $18,690 | $5,104+266.2% | $4,645+302.4% | $4,762+292.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $103 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |