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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 | $132,920 | $165,399-19.6% | $149,745-11.2% | $158,982-16.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -16.58% | 348.34%-364.9pp | 276.72%-293.3pp | 302.99%-319.6pp |
| Employer contribution / active EE | $4,236 | $5,105-17.0% | $4,646-8.8% | $4,763-11.1% |
| Participant deferral / active EE | $5,392 | $7,183-24.9% | $6,843-21.2% | $5,983-9.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |