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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 | $14,060 | $92,743-84.8% | $82,744-83.0% | $134,532-89.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.11% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,212 | $3,273-1.8% | $3,008+6.8% | $4,741-32.2% |
| Participant deferral / active EE | $5,750 | $4,802+19.8% | $4,395+30.8% | $6,401-10.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |