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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 | $60,255 | $138,076-56.4% | $123,553-51.2% | $135,380-55.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.14% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $2,626 | $5,152-49.0% | $4,628-43.3% | $4,779-45.0% |
| Participant deferral / active EE | $7,973 | $6,800+17.3% | $6,426+24.1% | $5,609+42.1% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |