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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 | $143,945 | $180,459-20.2% | $154,108-6.6% | $135,380+6.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.72% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,094 | $6,035-48.7% | $5,298-41.6% | $4,779-35.3% |
| Participant deferral / active EE | $6,959 | $5,806+19.8% | $5,081+37.0% | $5,609+24.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |