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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 | $52,281 | $138,076-62.1% | $123,553-57.7% | $135,380-61.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.98% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,782 | $5,152-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $5,577 | $6,800-18.0% | $6,426-13.2% | $5,609-0.6% |
| Admin fee / account holder | $197 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |