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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 | $221,200 | $126,113+75.4% | $116,096+90.5% | $155,188+42.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 73.3%+6.7pp | 80.8%-0.8pp |
| Annual return | -1.61% | 391.72%-393.3pp | 326.25%-327.9pp | 148.84%-150.4pp |
| Employer contribution / active EE | $4,000 | $2,672+49.7% | $2,503+59.8% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |