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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 | $109,128 | $95,979+13.7% | $74,551+46.4% | $135,380-19.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.33% | 56.97%-71.3pp | 32.53%-46.9pp | 519.81%-534.1pp |
| Employer contribution / active EE | $7,286 | $2,716+168.2% | $1,961+271.5% | $4,779+52.5% |
| Participant deferral / active EE | $11,537 | $3,844+200.1% | $3,108+271.2% | $5,609+105.7% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,059-98.9% | $10,828-99.5% |