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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 | $90,687 | $138,075-34.3% | $123,552-26.6% | $135,379-33.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.39% | 153.70%-168.1pp | 119.20%-133.6pp | 519.79%-534.2pp |
| Employer contribution / active EE | $25,662 | $5,152+398.1% | $4,628+454.5% | $4,779+437.0% |
| Participant deferral / active EE | $11,942 | $6,800+75.6% | $6,426+85.8% | $5,609+112.9% |
| Admin fee / account holder | $219 | $10,917-98.0% | $9,285-97.6% | $10,828-98.0% |