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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 | $141,370 | $157,304-10.1% | $141,197+0.1% | $152,909-7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -14.96% | 64.34%-79.3pp | 71.41%-86.4pp | 345.46%-360.4pp |
| Employer contribution / active EE | $3,417 | $5,263-35.1% | $4,736-27.9% | $4,764-28.3% |
| Participant deferral / active EE | $12,111 | $7,111+70.3% | $6,710+80.5% | $5,851+107.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |