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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 | $57,251 | $138,076-58.5% | $123,553-53.7% | $135,380-57.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.70% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,818 | $6,800+73.8% | $6,426+83.9% | $5,609+110.7% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |