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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 | $40,438 | $135,645-70.2% | $110,243-63.3% | $135,380-70.1% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -11.79% | 513.24%-525.0pp | 314.76%-326.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,809 | $4,907-63.1% | $3,827-52.7% | $4,779-62.2% |
| Participant deferral / active EE | $5,524 | $5,507+0.3% | $4,672+18.2% | $5,609-1.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |