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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 | $163,406 | $211,105-22.6% | $178,449-8.4% | $145,978+11.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -48.82% | 30.19%-79.0pp | 27.09%-75.9pp | 550.52%-599.3pp |
| Employer contribution / active EE | $1,000 | $4,569-78.1% | $3,951-74.7% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |