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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 | $44,960 | $183,516-75.5% | $155,534-71.1% | $145,884-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.84% | 61.43%-67.3pp | 64.92%-70.8pp | 551.85%-557.7pp |
| Employer contribution / active EE | $8,021 | $5,315+50.9% | $4,675+71.6% | $4,662+72.0% |
| Participant deferral / active EE | $6,571 | $6,467+1.6% | $5,630+16.7% | $6,690-1.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |