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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 | $35,103 | $138,075-74.6% | $123,552-71.6% | $135,379-74.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.96% | 153.70%-166.7pp | 119.20%-132.2pp | 519.79%-532.7pp |
| Employer contribution / active EE | $9,106 | $5,152+76.7% | $4,628+96.7% | $4,779+90.5% |
| Participant deferral / active EE | $9,832 | $6,800+44.6% | $6,426+53.0% | $5,609+75.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |