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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 | $91,494 | $135,645-32.5% | $110,243-17.0% | $135,380-32.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.67% | 513.24%-522.9pp | 314.76%-324.4pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,224 | $4,907-13.9% | $3,827+10.4% | $4,779-11.6% |
| Participant deferral / active EE | $6,568 | $5,507+19.3% | $4,672+40.6% | $5,609+17.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |