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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 | $248,366 | $95,975+158.8% | $74,549+233.2% | $135,379+83.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.21% | 56.96%-68.2pp | 32.53%-43.7pp | 519.79%-531.0pp |
| Employer contribution / active EE | $3,044 | $2,716+12.1% | $1,961+55.2% | $4,779-36.3% |
| Participant deferral / active EE | $6,806 | $3,844+77.1% | $3,108+119.0% | $5,609+21.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |