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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 | $107,032 | $90,486+18.3% | $78,676+36.0% | $273,972-60.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.12% | 75.62%-78.7pp | 62.19%-65.3pp | 41.46%-44.6pp |
| Employer contribution / active EE | $6,448 | $3,175+103.1% | $2,850+126.2% | $4,869+32.4% |
| Participant deferral / active EE | $6,491 | $3,901+66.4% | $3,517+84.6% | $5,287+22.8% |
| Admin fee / account holder | $163 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |