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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 | $50,014 | $171,492-70.8% | $150,734-66.8% | $198,609-74.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -1.64% | 804.70%-806.3pp | 600.81%-602.4pp | 202.70%-204.3pp |
| Employer contribution / active EE | $13,701 | $5,470+150.5% | $4,918+178.6% | $5,055+171.0% |
| Participant deferral / active EE | $15,250 | $6,259+143.7% | $5,610+171.8% | $6,977+118.6% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |