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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 | $41,525 | $99,079-58.1% | $78,002-46.8% | $273,972-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.20% | 217.93%-219.1pp | 425.99%-427.2pp | 41.46%-42.7pp |
| Employer contribution / active EE | $5,003 | $3,308+51.2% | $2,470+102.5% | $4,869+2.7% |
| Participant deferral / active EE | $3,237 | $4,306-24.8% | $3,497-7.4% | $5,287-38.8% |
| Admin fee / account holder | $113 | $8,954-98.7% | $5,481-97.9% | $10,133-98.9% |