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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 | $9,494 | $106,551-91.1% | $91,225-89.6% | $134,532-92.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.97% | 160.78%-182.7pp | 114.12%-136.1pp | 418.27%-440.2pp |
| Employer contribution / active EE | $2,268 | $3,331-31.9% | $2,851-20.4% | $4,741-52.2% |
| Participant deferral / active EE | $4,223 | $4,718-10.5% | $4,233-0.3% | $6,401-34.0% |
| Admin fee / account holder | $34 | $6,234-99.5% | $5,422-99.4% | $11,429-99.7% |