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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 | $52,817 | $148,623-64.5% | $135,974-61.2% | $139,466-62.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -8.19% | 79.30%-87.5pp | 68.30%-76.5pp | 373.66%-381.9pp |
| Employer contribution / active EE | $3,805 | $5,246-27.5% | $4,859-21.7% | $4,754-20.0% |
| Participant deferral / active EE | $14,380 | $8,103+77.5% | $7,760+85.3% | $6,712+114.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |