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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 | $30,785 | $48,274-36.2% | $63,244-51.3% | $59,633-48.4% |
| Participation rate | 80.5% | 66.3%+14.2pp | 71.0%+9.5pp | 68.7%+11.8pp |
| Annual return | -5.19% | -240.79%+235.6pp | -70.31%+65.1pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $607 | $1,586-61.7% | $2,322-73.9% | $2,203-72.4% |
| Participant deferral / active EE | $2,939 | $2,343+25.5% | $2,953-0.5% | $3,192-7.9% |
| Admin fee / account holder | $6 | $3,600-99.8% | $5,893-99.9% | $4,297-99.9% |