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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 | $31,813 | $98,776-67.8% | $149,745-78.8% | $79,856-60.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -34.78% | 27.38%-62.2pp | 276.72%-311.5pp | 31.71%-66.5pp |
| Employer contribution / active EE | $14,518 | $3,217+351.3% | $4,646+212.5% | $2,471+487.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $259 | $6,053-95.7% | $9,312-97.2% | $5,306-95.1% |