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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 | $67,987 | $190,843-64.4% | $159,981-57.5% | $134,493-49.4% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -22.09% | 552.37%-574.5pp | 408.70%-430.8pp | 418.01%-440.1pp |
| Employer contribution / active EE | $14,865 | $4,993+197.7% | $4,224+251.9% | $4,740+213.6% |
| Participant deferral / active EE | $10,135 | $6,923+46.4% | $6,182+63.9% | $6,400+58.4% |
| Admin fee / account holder | $295 | $10,475-97.2% | $8,700-96.6% | $11,425-97.4% |