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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 | $41,889 | $129,959-67.8% | $104,301-59.8% | $134,532-68.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.44% | 42.04%-64.5pp | 24.61%-47.1pp | 418.27%-440.7pp |
| Employer contribution / active EE | $6,158 | $4,185+47.1% | $3,373+82.6% | $4,741+29.9% |
| Participant deferral / active EE | $7,405 | $5,589+32.5% | $4,626+60.1% | $6,401+15.7% |
| Admin fee / account holder | $85 | $9,325-99.1% | $7,340-98.8% | $11,429-99.3% |