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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 | $12,853 | $108,882-88.2% | $96,754-86.7% | $154,746-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -4.76% | 98.39%-103.1pp | 82.04%-86.8pp | 172.34%-177.1pp |
| Employer contribution / active EE | $1,159 | $3,018-61.6% | $2,679-56.8% | $4,379-73.5% |
| Participant deferral / active EE | $5,726 | $5,323+7.6% | $4,758+20.3% | $6,730-14.9% |
| Admin fee / account holder | $267 | $10,200-97.4% | $8,905-97.0% | $14,365-98.1% |