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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 | $20,242 | $65,575-69.1% | $86,209-76.5% | $75,181-73.1% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | -14.05% | 46.07%-60.1pp | 1169.05%-1183.1pp | 160.69%-174.7pp |
| Employer contribution / active EE | $1,034 | $1,553-33.4% | $2,381-56.6% | $2,671-61.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $202 | $5,470-96.3% | $6,853-97.1% | $5,650-96.4% |