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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 | $109,820 | $168,635-34.9% | $147,617-25.6% | $125,389-12.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.40% | 77.65%-82.0pp | 61.98%-66.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,303 | $6,252-79.2% | $5,564-76.6% | $4,866-73.2% |
| Participant deferral / active EE | $6,099 | $5,507+10.7% | $4,895+24.6% | $5,352+14.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |