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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 | $183,516-45.8% | $155,534-36.1% | $145,884-31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.04% | 61.43%-63.5pp | 64.92%-67.0pp | 551.85%-553.9pp |
| Employer contribution / active EE | $8,856 | $5,315+66.6% | $4,675+89.4% | $4,662+89.9% |
| Participant deferral / active EE | $7,500 | $6,467+16.0% | $5,630+33.2% | $6,690+12.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |