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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 | $227,805 | $138,075+65.0% | $123,552+84.4% | $135,379+68.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.05% | 153.70%-165.7pp | 119.20%-131.3pp | 519.79%-531.8pp |
| Employer contribution / active EE | $7,553 | $5,152+46.6% | $4,628+63.2% | $4,779+58.0% |
| Participant deferral / active EE | $6,144 | $6,800-9.6% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $142 | $10,917-98.7% | $9,285-98.5% | $10,828-98.7% |