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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 | $217,638 | $93,346+133.2% | $71,796+203.1% | $273,972-20.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -1.49% | 130.39%-131.9pp | 78.04%-79.5pp | 41.46%-42.9pp |
| Employer contribution / active EE | $11,109 | $2,733+306.4% | $1,924+477.3% | $4,869+128.2% |
| Participant deferral / active EE | $7,571 | $3,475+117.9% | $2,794+170.9% | $5,287+43.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |