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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 | $22,362 | $190,916-88.3% | $160,037-86.0% | $134,545-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.94% | 552.79%-577.7pp | 408.95%-433.9pp | 418.37%-443.3pp |
| Employer contribution / active EE | $4,805 | $4,996-3.8% | $4,226+13.7% | $4,742+1.3% |
| Participant deferral / active EE | $10,445 | $6,925+50.8% | $6,184+68.9% | $6,401+63.2% |
| Admin fee / account holder | $223 | $10,497-97.9% | $8,716-97.4% | $11,431-98.0% |