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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 | $131,027 | $114,013+14.9% | $103,693+26.4% | $155,188-15.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | -43.92% | 49.31%-93.2pp | 47.61%-91.5pp | 148.84%-192.8pp |
| Employer contribution / active EE | $7,500 | $3,131+139.5% | $2,920+156.8% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |