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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 | $27,851 | $160,028-82.6% | $147,080-81.1% | $145,884-80.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | -0.74% | 98.60%-99.3pp | 420.17%-420.9pp | 551.85%-552.6pp |
| Employer contribution / active EE | $2,005 | $5,286-62.1% | $4,933-59.4% | $4,662-57.0% |
| Participant deferral / active EE | $3,439 | $8,422-59.2% | $8,066-57.4% | $6,690-48.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |