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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 | $157,162 | $99,652+57.7% | $78,778+99.5% | $147,585+6.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | -9.61% | 47.28%-56.9pp | 35.62%-45.2pp | 578.58%-588.2pp |
| Employer contribution / active EE | $475 | $2,796-83.0% | $1,986-76.1% | $4,876-90.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |