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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 | $201,844 | $190,879+5.7% | $160,009+26.1% | $134,532+50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -28.89% | 552.63%-581.5pp | 408.85%-437.7pp | 418.27%-447.2pp |
| Employer contribution / active EE | $7,443 | $4,995+49.0% | $4,225+76.2% | $4,741+57.0% |
| Participant deferral / active EE | $8,000 | $6,924+15.5% | $6,183+29.4% | $6,401+25.0% |
| Admin fee / account holder | $55 | $10,495-99.5% | $8,715-99.4% | $11,429-99.5% |