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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 | $30,193 | $97,761-69.1% | $83,850-64.0% | $135,382-77.7% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -10.89% | 1287.44%-1298.3pp | 850.92%-861.8pp | 519.77%-530.7pp |
| Employer contribution / active EE | $1,886 | $4,222-55.3% | $3,631-48.1% | $4,779-60.5% |
| Participant deferral / active EE | $5,101 | $4,682+8.9% | $4,082+25.0% | $5,609-9.1% |
| Admin fee / account holder | $167 | $6,674-97.5% | $5,478-97.0% | $10,829-98.5% |