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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 | $131,431 | $67,396+95.0% | $60,919+115.7% | $134,545-2.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.52% | 50.12%-70.6pp | 16.96%-37.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,434 | $3,101-21.5% | $2,704-10.0% | $4,742-48.7% |
| Participant deferral / active EE | $1,751 | $4,534-61.4% | $3,814-54.1% | $6,401-72.7% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |