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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 | $240,479 | $167,352+43.7% | $143,788+67.2% | $134,509+78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.6pp |
| Employer contribution / active EE | $4,590 | $5,620-18.3% | $4,952-7.3% | $4,741-3.2% |
| Participant deferral / active EE | $7,183 | $6,447+11.4% | $5,638+27.4% | $6,400+12.2% |
| Admin fee / account holder | $11 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |