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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 | $10,356 | $67,396-84.6% | $60,919-83.0% | $134,545-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -27.87% | 50.12%-78.0pp | 16.96%-44.8pp | 418.37%-446.2pp |
| Employer contribution / active EE | $5,462 | $3,101+76.1% | $2,704+102.0% | $4,742+15.2% |
| Participant deferral / active EE | $4,484 | $4,534-1.1% | $3,814+17.5% | $6,401-30.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |