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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 | $109,364 | $138,076-20.8% | $123,553-11.5% | $135,380-19.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.49% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,952 | $5,152-62.1% | $4,628-57.8% | $4,779-59.1% |
| Participant deferral / active EE | $3,478 | $6,800-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |