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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 | $67,370 | $167,362-59.7% | $143,799-53.1% | $134,532-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.20% | 0.47%-31.7pp | -0.04%-31.2pp | 418.27%-449.5pp |
| Employer contribution / active EE | $12,537 | $5,620+123.1% | $4,952+153.2% | $4,741+164.4% |
| Participant deferral / active EE | $8,870 | $6,447+37.6% | $5,638+57.3% | $6,401+38.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |