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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 | $111,814+6.9% | $93,654+27.7% | $145,959-18.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | -7.36% | 203.30%-210.7pp | 133.34%-140.7pp | 561.95%-569.3pp |
| Employer contribution / active EE | $1,689 | $3,092-45.4% | $2,421-30.2% | $4,661-63.8% |
| Participant deferral / active EE | $5,600 | $4,914+13.9% | $4,413+26.9% | $6,689-16.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |