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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 | $27,708 | $127,387-78.2% | $115,038-75.9% | $125,389-77.9% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -99.17% | 31.28%-130.4pp | 26.14%-125.3pp | 282.24%-381.4pp |
| Employer contribution / active EE | $21,548 | $5,166+317.1% | $4,608+367.6% | $4,866+342.8% |
| Participant deferral / active EE | $18,422 | $6,423+186.8% | $6,026+205.7% | $5,352+244.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |