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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 | $101,179 | $138,076-26.7% | $123,553-18.1% | $135,380-25.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -10.47% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $6,385 | $5,152+23.9% | $4,628+38.0% | $4,779+33.6% |
| Participant deferral / active EE | $7,257 | $6,800+6.7% | $6,426+12.9% | $5,609+29.4% |
| Admin fee / account holder | $133 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |