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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 | $43,485 | $84,518-48.5% | $67,704-35.8% | $125,389-65.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.06% | 2.57%-6.6pp | 25.41%-29.5pp | 282.24%-286.3pp |
| Employer contribution / active EE | $6,489 | $3,292+97.1% | $2,559+153.5% | $4,866+33.3% |
| Participant deferral / active EE | $9,057 | $4,430+104.5% | $3,585+152.6% | $5,352+69.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |