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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 | $146,051 | $209,336-30.2% | $197,124-25.9% | $137,256+6.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -10.16% | 48.09%-58.3pp | 44.34%-54.5pp | 220.34%-230.5pp |
| Employer contribution / active EE | $5,231 | $6,591-20.6% | $6,227-16.0% | $4,156+25.9% |
| Participant deferral / active EE | $11,713 | $9,614+21.8% | $9,135+28.2% | $6,407+82.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |