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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 | $85,703 | $144,130-40.5% | $117,861-27.3% | $147,586-41.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | -1.69% | 531.20%-532.9pp | 335.11%-336.8pp | 578.59%-580.3pp |
| Employer contribution / active EE | $8,652 | $4,897+76.7% | $3,786+128.5% | $4,876+77.4% |
| Participant deferral / active EE | $4,701 | $5,316-11.6% | $4,482+4.9% | $5,439-13.6% |
| Admin fee / account holder | $190 | $10,887-98.3% | $8,021-97.6% | $10,886-98.3% |