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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 | $26,256 | $138,076-81.0% | $123,553-78.7% | $135,380-80.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -10.51% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,026 | $5,152-60.7% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $7,187 | $6,800+5.7% | $6,426+11.8% | $5,609+28.1% |
| Admin fee / account holder | $219 | $10,917-98.0% | $9,284-97.6% | $10,828-98.0% |