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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 | $21,584 | $92,743-76.7% | $82,744-73.9% | $134,532-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.80% | 946.63%-969.4pp | 702.22%-725.0pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,492 | $3,273-54.4% | $3,008-50.4% | $4,741-68.5% |
| Participant deferral / active EE | $963 | $4,802-79.9% | $4,395-78.1% | $6,401-85.0% |
| Admin fee / account holder | $90 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |