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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 | $103,238 | $95,975+7.6% | $74,549+38.5% | $135,379-23.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.77% | 56.96%-66.7pp | 32.53%-42.3pp | 519.79%-529.6pp |
| Employer contribution / active EE | $3,289 | $2,716+21.1% | $1,961+67.7% | $4,779-31.2% |
| Participant deferral / active EE | $4,863 | $3,844+26.5% | $3,108+56.5% | $5,609-13.3% |
| Admin fee / account holder | $39 | $6,522-99.4% | $5,059-99.2% | $10,828-99.6% |