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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 | $36,129 | $138,076-73.8% | $123,553-70.8% | $135,380-73.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.72% | 153.70%-172.4pp | 119.21%-137.9pp | 519.81%-538.5pp |
| Employer contribution / active EE | $6,783 | $5,152+31.7% | $4,628+46.6% | $4,779+41.9% |
| Participant deferral / active EE | $11,565 | $6,800+70.1% | $6,426+80.0% | $5,609+106.2% |
| Admin fee / account holder | $292 | $10,917-97.3% | $9,284-96.9% | $10,828-97.3% |