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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 | $54,735 | $138,076-60.4% | $123,553-55.7% | $135,380-59.6% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,975 | $5,152-42.2% | $4,628-35.7% | $4,779-37.7% |
| Participant deferral / active EE | $5,003 | $6,800-26.4% | $6,426-22.1% | $5,609-10.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |