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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 | $96,616 | $167,353-42.3% | $143,797-32.8% | $134,545-28.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.19% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,423 | $5,620-56.9% | $4,952-51.1% | $4,742-48.9% |
| Participant deferral / active EE | $4,940 | $6,447-23.4% | $5,638-12.4% | $6,401-22.8% |
| Admin fee / account holder | $18 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |