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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 | $32,506 | $180,459-82.0% | $154,108-78.9% | $135,380-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.98% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $4,361 | $6,035-27.7% | $5,298-17.7% | $4,779-8.8% |
| Participant deferral / active EE | $3,599 | $5,806-38.0% | $5,081-29.2% | $5,609-35.8% |
| Admin fee / account holder | $177 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |