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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 | $77,119 | $169,161-54.4% | $129,295-40.4% | $145,959-47.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | -6.38% | 14348.07%-14354.4pp | 9429.28%-9435.7pp | 561.95%-568.3pp |
| Employer contribution / active EE | $3,071 | $5,543-44.6% | $4,157-26.1% | $4,661-34.1% |
| Participant deferral / active EE | $9,005 | $4,989+80.5% | $4,169+116.0% | $6,689+34.6% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |