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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 | $82,230 | $77,416+6.2% | $69,464+18.4% | $152,897-46.2% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | -0.96% | 39.08%-40.0pp | 28.98%-29.9pp | 345.43%-346.4pp |
| Employer contribution / active EE | $849 | $3,315-74.4% | $2,779-69.5% | $4,764-82.2% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39 | $6,208-99.4% | $3,840-99.0% | $11,599-99.7% |