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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 | $120,945 | $89,370+35.3% | $141,197-14.3% | $72,976+65.7% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | -0.07% | 111.88%-111.9pp | 71.41%-71.5pp | 81.02%-81.1pp |
| Employer contribution / active EE | $7,236 | $3,115+132.3% | $4,736+52.8% | $2,440+196.5% |
| Participant deferral / active EE | $13,564 | $5,419+150.3% | $6,710+102.1% | $3,608+276.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |