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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 | $60,277 | $67,396-10.6% | $60,919-1.1% | $134,545-55.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.59% | 50.12%-75.7pp | 16.96%-42.6pp | 418.37%-444.0pp |
| Employer contribution / active EE | $10,894 | $3,101+251.3% | $2,704+302.9% | $4,742+129.8% |
| Participant deferral / active EE | $5,492 | $4,534+21.1% | $3,814+44.0% | $6,401-14.2% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |