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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 | $241,729 | $138,076+75.1% | $123,553+95.6% | $135,380+78.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.37% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $2,653 | $5,152-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $16,906 | $6,800+148.6% | $6,426+163.1% | $5,609+201.4% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,284-99.1% | $10,828-99.3% |