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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 | $102,938+114.9% | $94,105+135.1% | $138,895+59.3% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | -1.61% | 250.28%-251.9pp | 204.55%-206.2pp | 145.39%-147.0pp |
| Employer contribution / active EE | $4,000 | $2,732+46.4% | $2,504+59.7% | $4,194-4.6% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |