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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 | $85,216 | $90,504-5.8% | $78,690+8.3% | $273,965-68.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.26% | 75.61%-75.9pp | 62.18%-62.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $15,273 | $3,176+380.9% | $2,851+435.8% | $4,869+213.7% |
| Participant deferral / active EE | $9,720 | $3,901+149.2% | $3,517+176.4% | $5,287+83.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |