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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 | $56,537 | $138,076-59.1% | $123,553-54.2% | $135,380-58.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.63% | 153.70%-166.3pp | 119.21%-131.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $4,103 | $5,152-20.4% | $4,628-11.3% | $4,779-14.1% |
| Participant deferral / active EE | $13,161 | $6,800+93.6% | $6,426+104.8% | $5,609+134.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |