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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 | $138,210 | $116,203+18.9% | $93,621+47.6% | $152,897-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -1.51% | 35.96%-37.5pp | 32.76%-34.3pp | 345.43%-346.9pp |
| Employer contribution / active EE | $7,825 | $3,219+143.1% | $2,719+187.8% | $4,764+64.3% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |