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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 | $62,574 | $138,076-54.7% | $123,553-49.4% | $135,380-53.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.51% | 153.70%-165.2pp | 119.21%-130.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $2,366 | $5,152-54.1% | $4,628-48.9% | $4,779-50.5% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |