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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 | $107,900 | $138,076-21.9% | $123,553-12.7% | $135,380-20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.22% | 153.70%-164.9pp | 119.21%-130.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,593 | $5,152-49.7% | $4,628-44.0% | $4,779-45.7% |
| Participant deferral / active EE | $10,240 | $6,800+50.6% | $6,426+59.4% | $5,609+82.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |