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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 | $90,981 | $95,975-5.2% | $74,549+22.0% | $135,379-32.8% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -10.70% | 56.96%-67.7pp | 32.53%-43.2pp | 519.79%-530.5pp |
| Employer contribution / active EE | $7,618 | $2,716+180.5% | $1,961+288.5% | $4,779+59.4% |
| Participant deferral / active EE | $4,970 | $3,844+29.3% | $3,108+59.9% | $5,609-11.4% |
| Admin fee / account holder | $135 | $6,522-97.9% | $5,059-97.3% | $10,828-98.7% |