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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 | $80,112 | $95,975-16.5% | $74,549+7.5% | $135,379-40.8% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -9.72% | 56.96%-66.7pp | 32.53%-42.3pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,807 | $2,716+3.4% | $1,961+43.2% | $4,779-41.3% |
| Participant deferral / active EE | $5,406 | $3,844+40.7% | $3,108+73.9% | $5,609-3.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |