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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 | $73,659 | $138,072-46.7% | $123,549-40.4% | $135,382-45.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.37% | 153.69%-164.1pp | 119.20%-129.6pp | 519.77%-530.1pp |
| Employer contribution / active EE | $25,351 | $5,152+392.1% | $4,628+447.8% | $4,779+430.5% |
| Participant deferral / active EE | $11,100 | $6,799+63.3% | $6,426+72.7% | $5,609+97.9% |
| Admin fee / account holder | $117 | $10,917-98.9% | $9,284-98.7% | $10,829-98.9% |