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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 | $156,461 | $197,637-20.8% | $177,848-12.0% | $158,982-1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.42% | 58.77%-63.2pp | 48.33%-52.7pp | 302.99%-307.4pp |
| Employer contribution / active EE | $12,184 | $6,698+81.9% | $5,919+105.9% | $4,763+155.8% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.4% | $5,983+44.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |