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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 | $140,670 | $109,967+27.9% | $97,197+44.7% | $145,877-3.6% |
| Participation rate | 70.0% | 76.0%-6.0pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | -12.46% | 244.27%-256.7pp | 75.47%-87.9pp | 551.28%-563.7pp |
| Employer contribution / active EE | $400 | $3,077-87.0% | $2,723-85.3% | $4,663-91.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |