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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 | $56,504 | $133,981-57.8% | $112,249-49.7% | $134,532-58.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.09% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $5,362 | $4,040+32.7% | $3,636+47.5% | $4,741+13.1% |
| Participant deferral / active EE | $11,479 | $5,292+116.9% | $4,729+142.7% | $6,401+79.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |