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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 | $94,471 | $82,674+14.3% | $125,363-24.6% | $68,495+37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.45% | -5.97%-18.5pp | 572.15%-596.6pp | -7.84%-16.6pp |
| Employer contribution / active EE | $7,502 | $3,382+121.8% | $4,815+55.8% | $2,596+188.9% |
| Participant deferral / active EE | $9,776 | $6,111+60.0% | $7,447+31.3% | $4,028+142.7% |
| Admin fee / account holder | $17 | $6,276-99.7% | $10,005-99.8% | $5,403-99.7% |