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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 | $87,496 | $99,652-12.2% | $78,778+11.1% | $147,586-40.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.74% | 47.28%-46.5pp | 35.62%-34.9pp | 578.59%-577.9pp |
| Employer contribution / active EE | $2,392 | $2,796-14.4% | $1,986+20.5% | $4,876-50.9% |
| Participant deferral / active EE | $4,625 | $3,664+26.2% | $2,958+56.3% | $5,439-15.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |