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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 | $159,391 | $185,830-14.2% | $170,004-6.2% | $139,427+14.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.44% | 60.52%-63.0pp | 53.39%-55.8pp | 373.27%-375.7pp |
| Employer contribution / active EE | $4,270 | $7,591-43.7% | $6,786-37.1% | $4,752-10.1% |
| Participant deferral / active EE | $6,167 | $11,622-46.9% | $10,408-40.8% | $6,711-8.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |