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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 | $33,416 | $138,076-75.8% | $123,553-73.0% | $135,380-75.3% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -21.36% | 153.70%-175.1pp | 119.21%-140.6pp | 519.81%-541.2pp |
| Employer contribution / active EE | $8,480 | $5,152+64.6% | $4,628+83.2% | $4,779+77.4% |
| Participant deferral / active EE | $11,937 | $6,800+75.6% | $6,426+85.8% | $5,609+112.8% |
| Admin fee / account holder | $261 | $10,917-97.6% | $9,284-97.2% | $10,828-97.6% |