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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 | $180,114 | $190,879-5.6% | $160,009+12.6% | $134,532+33.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.35% | 552.63%-575.0pp | 408.85%-431.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,968 | $4,995-40.6% | $4,225-29.8% | $4,741-37.4% |
| Participant deferral / active EE | $10,800 | $6,924+56.0% | $6,183+74.7% | $6,401+68.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |