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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 | $185,905-14.3% | $170,057-6.3% | $139,487+14.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.44% | 60.56%-63.0pp | 53.42%-55.9pp | 373.84%-376.3pp |
| Employer contribution / active EE | $4,270 | $7,597-43.8% | $6,790-37.1% | $4,755-10.2% |
| Participant deferral / active EE | $6,167 | $11,627-47.0% | $10,411-40.8% | $6,713-8.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |