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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 | $91,839 | $180,466-49.1% | $154,114-40.4% | $135,382-32.2% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -10.45% | 888.15%-898.6pp | 735.16%-745.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $2,704 | $6,035-55.2% | $5,298-49.0% | $4,779-43.4% |
| Participant deferral / active EE | $6,542 | $5,806+12.7% | $5,081+28.8% | $5,609+16.6% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |