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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 | $81,583 | $129,476-37.0% | $93,515-12.8% | $158,982-48.7% |
| Participation rate | 80.0% | 71.0%+9.0pp | 66.8%+13.2pp | 82.0%-2.0pp |
| Annual return | -2.16% | 118.56%-120.7pp | 78.21%-80.4pp | 302.99%-305.2pp |
| Employer contribution / active EE | $717 | $2,717-73.6% | $2,077-65.5% | $4,763-85.0% |
| Participant deferral / active EE | $2,744 | $3,916-29.9% | $3,129-12.3% | $5,983-54.1% |
| Admin fee / account holder | $6 | $7,396-99.9% | $5,235-99.9% | $11,252-99.9% |