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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 | $78,532 | $132,634-40.8% | $115,768-32.2% | $137,256-42.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -9.45% | 160.70%-170.2pp | 100.46%-109.9pp | 220.34%-229.8pp |
| Employer contribution / active EE | $685 | $3,360-79.6% | $2,940-76.7% | $4,156-83.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $115 | $15,028-99.2% | $12,439-99.1% | $12,270-99.1% |