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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 | $158,836 | $135,645+17.1% | $110,243+44.1% | $135,380+17.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.42% | 513.24%-522.7pp | 314.76%-324.2pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,194 | $4,907-34.9% | $3,827-16.5% | $4,779-33.2% |
| Participant deferral / active EE | $11,494 | $5,507+108.7% | $4,672+146.0% | $5,609+104.9% |
| Admin fee / account holder | $102 | $11,458-99.1% | $8,548-98.8% | $10,828-99.1% |