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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 | $145,352 | $82,674+75.8% | $125,381+15.9% | $68,486+112.2% |
| Participation rate | 71.8% | 75.1%-3.3pp | 82.4%-10.6pp | 67.9%+3.9pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.31%-594.3pp | -7.85%-14.1pp |
| Employer contribution / active EE | $11,462 | $3,382+238.9% | $4,815+138.0% | $2,597+341.4% |
| Participant deferral / active EE | $7,249 | $6,111+18.6% | $7,448-2.7% | $4,028+80.0% |
| Admin fee / account holder | $59 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |