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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 | $133,983-74.5% | $112,244-69.6% | $134,493-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -106.26% | 47.13%-153.4pp | 27.46%-133.7pp | 418.01%-524.3pp |
| Employer contribution / active EE | $19,942 | $4,039+393.8% | $3,635+448.6% | $4,740+320.7% |
| Participant deferral / active EE | $23,009 | $5,291+334.8% | $4,728+386.6% | $6,400+259.5% |
| Admin fee / account holder | $88 | $7,490-98.8% | $6,411-98.6% | $11,425-99.2% |