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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 | $127,025 | $197,625-35.7% | $177,840-28.6% | $158,966-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.83% | 58.76%-59.6pp | 48.32%-49.2pp | 302.95%-303.8pp |
| Employer contribution / active EE | $11,516 | $6,698+71.9% | $5,919+94.6% | $4,762+141.8% |
| Participant deferral / active EE | $8,239 | $8,405-2.0% | $7,714+6.8% | $5,983+37.7% |
| Admin fee / account holder | $4 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |