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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 | $238,987 | $70,121+240.8% | $63,803+274.6% | $138,895+72.1% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | -10.66% | 946.48%-957.1pp | 543.72%-554.4pp | 145.39%-156.1pp |
| Employer contribution / active EE | $539 | $2,882-81.3% | $2,532-78.7% | $4,194-87.1% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |