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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 | $33,636 | $168,636-80.1% | $147,618-77.2% | $125,388-73.2% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -4.53% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,592 | $6,252-58.5% | $5,565-53.4% | $4,866-46.7% |
| Participant deferral / active EE | $4,762 | $5,507-13.5% | $4,895-2.7% | $5,352-11.0% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |