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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 | $51,005 | $168,635-69.8% | $147,617-65.4% | $125,389-59.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.15% | 77.65%-81.8pp | 61.98%-66.1pp | 282.24%-286.4pp |
| Employer contribution / active EE | $3,038 | $6,252-51.4% | $5,564-45.4% | $4,866-37.6% |
| Participant deferral / active EE | $2,626 | $5,507-52.3% | $4,895-46.4% | $5,352-50.9% |
| Admin fee / account holder | $135 | $13,580-99.0% | $11,612-98.8% | $9,541-98.6% |