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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 | $104,985 | $168,636-37.7% | $147,618-28.9% | $125,388-16.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.03% | 77.65%-90.7pp | 61.98%-75.0pp | 282.24%-295.3pp |
| Employer contribution / active EE | $5,636 | $6,252-9.9% | $5,565+1.3% | $4,866+15.8% |
| Participant deferral / active EE | $15,564 | $5,507+182.6% | $4,895+217.9% | $5,352+190.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |