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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 | $90,698 | $97,732-7.2% | $83,831+8.2% | $135,380-33.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -10.74% | 1287.56%-1298.3pp | 850.99%-861.7pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,621 | $4,222-61.6% | $3,631-55.4% | $4,779-66.1% |
| Participant deferral / active EE | $4,247 | $4,683-9.3% | $4,082+4.0% | $5,609-24.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |