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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 | $81,175 | $134,817-39.8% | $123,973-34.5% | $155,188-47.7% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.7%+10.3pp | 80.8%+6.2pp |
| Annual return | -1.64% | 515.49%-517.1pp | 388.13%-389.8pp | 148.84%-150.5pp |
| Employer contribution / active EE | $5,534 | $4,425+25.1% | $4,126+34.1% | $4,248+30.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $62 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |