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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 | $73,041 | $180,459-59.5% | $154,108-52.6% | $135,380-46.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.80% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,929 | $6,035-68.0% | $5,298-63.6% | $4,779-59.6% |
| Participant deferral / active EE | $4,929 | $5,806-15.1% | $5,081-3.0% | $5,609-12.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |