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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 | $53,523 | $99,644-46.3% | $86,438-38.1% | $134,532-60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.51% | 6787.26%-6810.8pp | 4397.19%-4420.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $9,115 | $4,402+107.1% | $3,769+141.8% | $4,741+92.3% |
| Participant deferral / active EE | $14,829 | $7,247+104.6% | $6,952+113.3% | $6,401+131.7% |
| Admin fee / account holder | $25 | $8,375-99.7% | $6,733-99.6% | $11,429-99.8% |