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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 | $55,547 | $157,296-64.7% | $141,191-60.7% | $152,897-63.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | -51.11% | 64.34%-115.4pp | 71.41%-122.5pp | 345.43%-396.5pp |
| Employer contribution / active EE | $22,610 | $5,262+329.7% | $4,736+377.4% | $4,764+374.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |