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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 | $40,652 | $160,059-74.6% | $140,019-71.0% | $135,379-70.0% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -10.56% | 911.44%-922.0pp | 651.15%-661.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,261 | $6,420-64.8% | $5,605-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $8,199 | $7,641+7.3% | $6,927+18.4% | $5,609+46.2% |
| Admin fee / account holder | $191 | $13,328-98.6% | $10,705-98.2% | $10,828-98.2% |