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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 | $227,138 | $99,921+127.3% | $85,009+167.2% | $145,959+55.6% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | -7.98% | 83.89%-91.9pp | 66.47%-74.4pp | 561.95%-569.9pp |
| Employer contribution / active EE | $721 | $3,233-77.7% | $2,728-73.6% | $4,661-84.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $232 | $7,252-96.8% | $6,153-96.2% | $13,398-98.3% |