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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 | $119,576 | $111,878+6.9% | $93,727+27.6% | $145,897-18.0% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | -7.36% | 204.28%-211.6pp | 133.83%-141.2pp | 552.29%-559.7pp |
| Employer contribution / active EE | $1,689 | $3,092-45.4% | $2,421-30.2% | $4,663-63.8% |
| Participant deferral / active EE | $5,600 | $4,920+13.8% | $4,417+26.8% | $6,689-16.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |