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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 | $28,416 | $167,533-83.0% | $151,645-81.3% | $134,545-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -58.80% | 7.81%-66.6pp | 3.34%-62.1pp | 418.37%-477.2pp |
| Employer contribution / active EE | $7,600 | $6,828+11.3% | $6,165+23.3% | $4,742+60.3% |
| Participant deferral / active EE | $19,483 | $8,985+116.8% | $8,363+133.0% | $6,401+204.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |