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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 | $75,208 | $100,073-24.8% | $85,126-11.7% | $145,877-48.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -23.04% | 84.11%-107.2pp | 66.63%-89.7pp | 551.28%-574.3pp |
| Employer contribution / active EE | $4,640 | $3,236+43.4% | $2,731+69.9% | $4,663-0.5% |
| Participant deferral / active EE | $23,000 | $5,294+334.4% | $4,523+408.5% | $6,691+243.8% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |