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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 | $59,638 | $138,076-56.8% | $123,553-51.7% | $135,380-55.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.52% | 153.70%-165.2pp | 119.21%-130.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $10,893 | $5,152+111.4% | $4,628+135.4% | $4,779+127.9% |
| Participant deferral / active EE | $6,910 | $6,800+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |