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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 | $50,442 | $160,040-68.5% | $147,096-65.7% | $145,877-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.70% | 98.49%-102.2pp | 419.75%-423.4pp | 551.28%-555.0pp |
| Employer contribution / active EE | $1,999 | $5,289-62.2% | $4,936-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $3,625 | $8,429-57.0% | $8,071-55.1% | $6,691-45.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |