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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 | $54,975 | $138,078-60.2% | $125,363-56.1% | $134,509-59.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.76% | 750.49%-771.3pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,516 | $5,245-52.0% | $4,815-47.7% | $4,741-46.9% |
| Participant deferral / active EE | $5,995 | $7,800-23.1% | $7,447-19.5% | $6,400-6.3% |
| Admin fee / account holder | $51 | $11,566-99.6% | $10,005-99.5% | $11,427-99.5% |