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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 | $65,597 | $138,076-52.5% | $123,553-46.9% | $135,380-51.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.38% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $4,741 | $5,152-8.0% | $4,628+2.4% | $4,779-0.8% |
| Participant deferral / active EE | $9,231 | $6,800+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $145 | $10,917-98.7% | $9,284-98.4% | $10,828-98.7% |