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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 | $40,541 | $160,059-74.7% | $140,019-71.0% | $135,382-70.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -11.34% | 911.44%-922.8pp | 651.15%-662.5pp | 519.77%-531.1pp |
| Employer contribution / active EE | $2,632 | $6,420-59.0% | $5,605-53.1% | $4,779-44.9% |
| Participant deferral / active EE | $5,896 | $7,641-22.8% | $6,927-14.9% | $5,609+5.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |