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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 | $112,086 | $154,145-27.3% | $130,014-13.8% | $139,427-19.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -29.19% | 32.49%-61.7pp | -137.22%+108.0pp | 373.27%-402.5pp |
| Employer contribution / active EE | $27,500 | $5,290+419.8% | $4,320+536.5% | $4,752+478.8% |
| Participant deferral / active EE | $20,000 | $6,711+198.0% | $5,821+243.6% | $6,711+198.0% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |