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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 | $68,139 | $183,592-62.9% | $155,574-56.2% | $145,877-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.11% | 61.37%-61.5pp | 64.87%-65.0pp | 551.28%-551.4pp |
| Employer contribution / active EE | $2,432 | $5,317-54.3% | $4,676-48.0% | $4,663-47.9% |
| Participant deferral / active EE | $8,967 | $6,466+38.7% | $5,629+59.3% | $6,691+34.0% |
| Admin fee / account holder | $92 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |