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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 | $192,142 | $105,145+82.7% | $94,664+103.0% | $139,466+37.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -10.84% | 38.09%-48.9pp | 156.84%-167.7pp | 373.66%-384.5pp |
| Employer contribution / active EE | $18,619 | $4,107+353.3% | $3,673+406.9% | $4,754+291.6% |
| Participant deferral / active EE | $16,500 | $7,599+117.1% | $7,417+122.5% | $6,712+145.8% |
| Admin fee / account holder | $90 | $8,972-99.0% | $7,222-98.8% | $11,409-99.2% |