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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 | $43,380 | $138,075-68.6% | $123,552-64.9% | $135,379-68.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.79% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $7,383 | $5,152+43.3% | $4,628+59.5% | $4,779+54.5% |
| Participant deferral / active EE | $9,275 | $6,800+36.4% | $6,426+44.3% | $5,609+65.4% |
| Admin fee / account holder | $59 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |