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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 | $194,219 | $165,399+17.4% | $149,745+29.7% | $158,982+22.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.62% | 348.34%-353.0pp | 276.72%-281.3pp | 302.99%-307.6pp |
| Employer contribution / active EE | $2,639 | $5,105-48.3% | $4,646-43.2% | $4,763-44.6% |
| Participant deferral / active EE | $6,648 | $7,183-7.5% | $6,843-2.9% | $5,983+11.1% |
| Admin fee / account holder | $157 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |