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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 | $187,075 | $138,072+35.5% | $123,549+51.4% | $135,382+38.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.95% | 153.69%-164.6pp | 119.20%-130.2pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,241 | $5,152-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $6,484 | $6,799-4.6% | $6,426+0.9% | $5,609+15.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |