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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 | $70,199 | $138,102-49.2% | $125,381-44.0% | $134,532-47.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.29% | 750.73%-775.0pp | 572.31%-596.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $4,064 | $5,245-22.5% | $4,815-15.6% | $4,741-14.3% |
| Participant deferral / active EE | $18,579 | $7,801+138.2% | $7,448+149.5% | $6,401+190.3% |
| Admin fee / account holder | $263 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |