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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 | $53,316 | $138,076-61.4% | $123,553-56.8% | $135,380-60.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.63% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $5,726 | $5,152+11.1% | $4,628+23.7% | $4,779+19.8% |
| Participant deferral / active EE | $8,299 | $6,800+22.0% | $6,426+29.1% | $5,609+48.0% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |