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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 | $98,059 | $138,076-29.0% | $123,553-20.6% | $135,380-27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.83% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $7,151 | $5,152+38.8% | $4,628+54.5% | $4,779+49.6% |
| Participant deferral / active EE | $11,900 | $6,800+75.0% | $6,426+85.2% | $5,609+112.2% |
| Admin fee / account holder | $243 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |