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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 | $72,653 | $93,117-22.0% | $77,096-5.8% | $134,532-46.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.16% | 62.67%-88.8pp | 42.35%-68.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $5,298 | $3,420+54.9% | $2,814+88.2% | $4,741+11.7% |
| Participant deferral / active EE | $12,832 | $5,241+144.8% | $4,429+189.7% | $6,401+100.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |