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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 | $39,210 | $148,629-73.6% | $135,982-71.2% | $139,487-71.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -30.22% | 79.33%-109.5pp | 68.32%-98.5pp | 373.84%-404.1pp |
| Employer contribution / active EE | $5,627 | $5,247+7.3% | $4,859+15.8% | $4,755+18.3% |
| Participant deferral / active EE | $17,400 | $8,102+114.8% | $7,760+124.2% | $6,713+159.2% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,407-99.9% |