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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 | $101,944 | $115,796-12.0% | $101,264+0.7% | $158,950-35.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -4.71% | 56.15%-60.9pp | 46.48%-51.2pp | 302.91%-307.6pp |
| Employer contribution / active EE | $1,653 | $4,175-60.4% | $3,660-54.8% | $4,762-65.3% |
| Participant deferral / active EE | $8,782 | $4,958+77.1% | $4,370+100.9% | $5,983+46.8% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |