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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 | $130,855 | $92,766+41.1% | $82,763+58.1% | $134,545-2.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.59% | 946.97%-969.6pp | 702.45%-725.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $3,082 | $3,273-5.8% | $3,008+2.4% | $4,742-35.0% |
| Participant deferral / active EE | $11,325 | $4,802+135.8% | $4,395+157.7% | $6,401+76.9% |
| Admin fee / account holder | $15 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |