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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 | $43,801 | $138,076-68.3% | $123,553-64.5% | $135,380-67.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -11.03% | 153.70%-164.7pp | 119.21%-130.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,242 | $5,152-75.9% | $4,628-73.2% | $4,779-74.0% |
| Participant deferral / active EE | $6,871 | $6,800+1.0% | $6,426+6.9% | $5,609+22.5% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |