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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 | $15,781 | $75,959-79.2% | $154,114-89.8% | $64,181-75.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.71% | 30.32%-41.0pp | 735.16%-745.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $4,652 | $3,350+38.9% | $5,298-12.2% | $2,381+95.4% |
| Participant deferral / active EE | $3,252 | $3,175+2.4% | $5,081-36.0% | $3,470-6.3% |
| Admin fee / account holder | $176 | $5,589-96.8% | $13,411-98.7% | $4,887-96.4% |