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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 | $33,907 | $160,059-78.8% | $140,019-75.8% | $135,379-75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.26% | 911.44%-925.7pp | 651.15%-665.4pp | 519.79%-534.1pp |
| Employer contribution / active EE | $1,724 | $6,420-73.1% | $5,605-69.2% | $4,779-63.9% |
| Participant deferral / active EE | $6,872 | $7,641-10.1% | $6,927-0.8% | $5,609+22.5% |
| Admin fee / account holder | $298 | $13,328-97.8% | $10,705-97.2% | $10,828-97.3% |