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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 | $84,580 | $105,867-20.1% | $90,760-6.8% | $134,532-37.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -20.89% | -10.99%-9.9pp | -12.16%-8.7pp | 418.27%-439.2pp |
| Employer contribution / active EE | $4,115 | $3,464+18.8% | $2,922+40.8% | $4,741-13.2% |
| Participant deferral / active EE | $3,321 | $5,217-36.4% | $4,565-27.3% | $6,401-48.1% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |