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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 | $111,785+7.0% | $93,669+27.7% | $145,877-18.0% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | -7.36% | 203.79%-211.1pp | 133.59%-141.0pp | 551.28%-558.6pp |
| Employer contribution / active EE | $1,689 | $3,096-45.4% | $2,424-30.3% | $4,663-63.8% |
| Participant deferral / active EE | $5,600 | $4,919+13.8% | $4,416+26.8% | $6,691-16.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |