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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 | $107,195 | $90,509+18.4% | $78,693+36.2% | $273,968-60.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.35% | 75.61%-78.0pp | 62.18%-64.5pp | 41.45%-43.8pp |
| Employer contribution / active EE | $3,400 | $3,175+7.1% | $2,850+19.3% | $4,869-30.2% |
| Participant deferral / active EE | $10,829 | $3,901+177.6% | $3,517+207.9% | $5,287+104.8% |
| Admin fee / account holder | $21 | $5,264-99.6% | $4,511-99.5% | $10,132-99.8% |