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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 | $60,812 | $97,761-37.8% | $83,850-27.5% | $135,382-55.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -13.23% | 1287.44%-1300.7pp | 850.92%-864.2pp | 519.77%-533.0pp |
| Employer contribution / active EE | $2,980 | $4,222-29.4% | $3,631-17.9% | $4,779-37.6% |
| Participant deferral / active EE | $6,635 | $4,682+41.7% | $4,082+62.6% | $5,609+18.3% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,829-99.9% |