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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 | $59,542 | $75,962-21.6% | $154,108-61.4% | $64,173-7.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.97% | 30.32%-40.3pp | 735.21%-745.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $6,062 | $3,350+81.0% | $5,298+14.4% | $2,381+154.6% |
| Participant deferral / active EE | $1,963 | $3,175-38.2% | $5,081-61.4% | $3,470-43.4% |
| Admin fee / account holder | $136 | $5,589-97.6% | $13,411-99.0% | $4,887-97.2% |