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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 | $190,916-64.4% | $160,037-57.5% | $134,545-49.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -22.09% | 552.79%-574.9pp | 408.95%-431.0pp | 418.37%-440.5pp |
| Employer contribution / active EE | $14,865 | $4,996+197.6% | $4,226+251.8% | $4,742+213.5% |
| Participant deferral / active EE | $10,135 | $6,925+46.4% | $6,184+63.9% | $6,401+58.3% |
| Admin fee / account holder | $295 | $10,497-97.2% | $8,716-96.6% | $11,431-97.4% |