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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 | $214,495 | $209,336+2.5% | $197,124+8.8% | $137,256+56.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -45.07% | 48.09%-93.2pp | 44.34%-89.4pp | 220.34%-265.4pp |
| Employer contribution / active EE | $9,323 | $6,591+41.5% | $6,227+49.7% | $4,156+124.3% |
| Participant deferral / active EE | $11,874 | $9,614+23.5% | $9,135+30.0% | $6,407+85.3% |
| Admin fee / account holder | $36 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |