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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 | $70,859 | $147,727-52.0% | $115,756-38.8% | $134,532-47.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -27.76% | 73.96%-101.7pp | 143.14%-170.9pp | 418.27%-446.0pp |
| Employer contribution / active EE | $25,033 | $4,713+431.2% | $3,793+560.0% | $4,741+428.0% |
| Participant deferral / active EE | $19,145 | $7,563+153.1% | $6,254+206.1% | $6,401+199.1% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |