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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 | $63,563 | $138,076-54.0% | $123,553-48.6% | $135,380-53.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -9.73% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,545 | $5,152-31.2% | $4,628-23.4% | $4,779-25.8% |
| Participant deferral / active EE | $9,168 | $6,800+34.8% | $6,426+42.7% | $5,609+63.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |