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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 | $22,681 | $45,566-50.2% | $64,105-64.6% | $59,633-62.0% |
| Participation rate | 88.0% | 60.2%+27.8pp | 68.2%+19.8pp | 68.7%+19.3pp |
| Annual return | -3.37% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,282 | $934+37.2% | $1,820-29.6% | $2,203-41.8% |
| Participant deferral / active EE | $3,596 | $2,057+74.9% | $2,822+27.5% | $3,192+12.7% |
| Admin fee / account holder | $176 | $3,268-94.6% | $4,499-96.1% | $4,297-95.9% |