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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 | $241,301 | $755,339-68.1% | $379,746-36.5% | $158,966+51.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -2.69% | 53.41%-56.1pp | 34.90%-37.6pp | 302.95%-305.6pp |
| Employer contribution / active EE | $6,131 | $4,685+30.9% | $3,540+73.2% | $4,762+28.7% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,250-100.0% |