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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 | $35,550 | $78,694-54.8% | $67,652-47.5% | $125,389-71.6% |
| Participation rate | 78.6% | 78.8%-0.2pp | 75.7%+2.9pp | 83.2%-4.6pp |
| Annual return | -334.09% | 9.46%-343.5pp | 6625.40%-6959.5pp | 282.24%-616.3pp |
| Employer contribution / active EE | $12,610 | $3,044+314.3% | $2,266+456.6% | $4,866+159.1% |
| Participant deferral / active EE | $15,917 | $4,292+270.8% | $3,560+347.1% | $5,352+197.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |