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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 | $137,510 | $201,264-31.7% | $184,185-25.3% | $145,978-5.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -20.63% | 29.00%-49.6pp | 28.81%-49.4pp | 550.52%-571.1pp |
| Employer contribution / active EE | $17,510 | $7,021+149.4% | $6,426+172.5% | $4,662+275.6% |
| Participant deferral / active EE | $10,513 | $9,806+7.2% | $9,132+15.1% | $6,690+57.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |