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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 | $15,305 | $90,606-83.1% | $79,466-80.7% | $135,379-88.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -11.89% | 977.69%-989.6pp | 718.28%-730.2pp | 519.79%-531.7pp |
| Employer contribution / active EE | $3,273 | $3,068+6.7% | $2,800+16.9% | $4,779-31.5% |
| Participant deferral / active EE | $4,138 | $4,050+2.2% | $3,704+11.7% | $5,609-26.2% |
| Admin fee / account holder | $47 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |