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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 | $65,874 | $133,998-50.8% | $112,263-41.3% | $134,545-51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.47% | 47.17%-70.6pp | 27.49%-51.0pp | 418.37%-441.8pp |
| Employer contribution / active EE | $7,496 | $4,040+85.5% | $3,636+106.1% | $4,742+58.1% |
| Participant deferral / active EE | $10,201 | $5,292+92.7% | $4,729+115.7% | $6,401+59.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |