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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 | $99,421 | $183,627-45.9% | $155,602-36.1% | $145,978-31.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.04% | 61.32%-63.4pp | 64.81%-66.9pp | 550.52%-552.6pp |
| Employer contribution / active EE | $8,856 | $5,316+66.6% | $4,675+89.4% | $4,662+90.0% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,690+12.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |