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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 | $34,125 | $133,998-74.5% | $112,263-69.6% | $134,545-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -106.26% | 47.17%-153.4pp | 27.49%-133.8pp | 418.37%-524.6pp |
| Employer contribution / active EE | $19,942 | $4,040+393.6% | $3,636+448.4% | $4,742+320.6% |
| Participant deferral / active EE | $23,009 | $5,292+334.7% | $4,729+386.5% | $6,401+259.4% |
| Admin fee / account holder | $88 | $7,493-98.8% | $6,410-98.6% | $11,431-99.2% |