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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 | $109,062 | $93,346+16.8% | $71,796+51.9% | $273,972-60.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | -2.07% | 130.39%-132.5pp | 78.04%-80.1pp | 41.46%-43.5pp |
| Employer contribution / active EE | $6,795 | $2,733+148.6% | $1,924+253.1% | $4,869+39.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |