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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 | $104,827 | $138,076-24.1% | $123,553-15.2% | $135,380-22.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.81% | 153.70%-167.5pp | 119.21%-133.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $17,333 | $5,152+236.5% | $4,628+274.5% | $4,779+262.7% |
| Participant deferral / active EE | $14,000 | $6,800+105.9% | $6,426+117.9% | $5,609+149.6% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,284-99.4% | $10,828-99.4% |