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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 | $114,119-28.9% | $107,187-24.3% | $138,895-41.6% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 79.9%+7.0pp |
| Annual return | -1.64% | 273.21%-274.8pp | 204.55%-206.2pp | 145.39%-147.0pp |
| Employer contribution / active EE | $5,534 | $4,059+36.3% | $3,782+46.3% | $4,194+31.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $62 | $10,024-99.4% | $9,162-99.3% | $12,562-99.5% |