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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 | $52,192 | $154,193-66.2% | $130,045-59.9% | $139,466-62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.16% | 32.51%-24.4pp | -137.30%+145.5pp | 373.66%-365.5pp |
| Employer contribution / active EE | $9,276 | $5,292+75.3% | $4,321+114.7% | $4,754+95.1% |
| Participant deferral / active EE | $13,836 | $6,709+106.2% | $5,820+137.7% | $6,712+106.1% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |