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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 | $75,274 | $150,412-50.0% | $120,574-37.6% | $145,884-48.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -13.66% | 154.50%-168.2pp | 107.42%-121.1pp | 551.85%-565.5pp |
| Employer contribution / active EE | $2,500 | $4,355-42.6% | $3,471-28.0% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $45 | $12,224-99.6% | $9,445-99.5% | $13,392-99.7% |