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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 | $159,690 | $142,409+12.1% | $119,634+33.5% | $134,545+18.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -33.24% | -12.46%-20.8pp | -14.98%-18.3pp | 418.37%-451.6pp |
| Employer contribution / active EE | $21,786 | $5,224+317.0% | $4,232+414.7% | $4,742+359.5% |
| Participant deferral / active EE | $18,000 | $6,468+178.3% | $5,601+221.4% | $6,401+181.2% |
| Admin fee / account holder | $2 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |