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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 | $104,740 | $180,459-42.0% | $154,108-32.0% | $135,380-22.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.84% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,824 | $6,035-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $14,920 | $5,806+157.0% | $5,081+193.7% | $5,609+166.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |