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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 | $69,510 | $93,098-25.3% | $77,081-9.8% | $134,509-48.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.80% | 62.63%-92.4pp | 42.33%-72.1pp | 418.13%-447.9pp |
| Employer contribution / active EE | $49,031 | $3,419+1334.0% | $2,813+1642.7% | $4,741+934.3% |
| Participant deferral / active EE | $15,175 | $5,239+189.6% | $4,428+242.7% | $6,400+137.1% |
| Admin fee / account holder | $5 | $6,945-99.9% | $5,427-99.9% | $11,427-100.0% |