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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 | $40,965 | $138,076-70.3% | $123,553-66.8% | $135,380-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.63% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $6,191 | $5,152+20.2% | $4,628+33.8% | $4,779+29.6% |
| Participant deferral / active EE | $6,046 | $6,800-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |