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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 | $69,354 | $75,959-8.7% | $154,114-55.0% | $64,181+8.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.00% | 30.32%-39.3pp | 735.16%-744.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $6,621 | $3,350+97.7% | $5,298+25.0% | $2,381+178.1% |
| Participant deferral / active EE | $5,841 | $3,175+84.0% | $5,081+15.0% | $3,470+68.3% |
| Admin fee / account holder | $153 | $5,589-97.3% | $13,411-98.9% | $4,887-96.9% |