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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 | $10,546 | $93,117-88.7% | $77,096-86.3% | $134,532-92.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.31% | 62.67%-86.0pp | 42.35%-65.7pp | 418.27%-441.6pp |
| Employer contribution / active EE | $3,492 | $3,420+2.1% | $2,814+24.1% | $4,741-26.3% |
| Participant deferral / active EE | $5,255 | $5,241+0.3% | $4,429+18.6% | $6,401-17.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |