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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 | $88,256 | $85,171+3.6% | $172,753-48.9% | $72,976+20.9% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | -8.23% | 27.32%-35.6pp | 803.00%-811.2pp | 81.02%-89.2pp |
| Employer contribution / active EE | $3,354 | $3,324+0.9% | $5,144-34.8% | $2,440+37.5% |
| Participant deferral / active EE | $4,202 | $3,260+28.9% | $5,198-19.1% | $3,608+16.5% |
| Admin fee / account holder | $285 | $5,880-95.2% | $13,956-98.0% | $5,124-94.4% |