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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 | $35,753 | $138,075-74.1% | $123,552-71.1% | $135,379-73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.83% | 153.70%-176.5pp | 119.20%-142.0pp | 519.79%-542.6pp |
| Employer contribution / active EE | $15,396 | $5,152+198.8% | $4,628+232.7% | $4,779+222.2% |
| Participant deferral / active EE | $9,819 | $6,800+44.4% | $6,426+52.8% | $5,609+75.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |