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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 | $126,913 | $125,237+1.3% | $105,608+20.2% | $145,877-13.0% |
| Participation rate | 71.4% | 77.7%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | -15.01% | 225.76%-240.8pp | 116.50%-131.5pp | 551.28%-566.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |