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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 | $20,476 | $63,346-67.7% | $92,240-77.8% | $70,126-70.8% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | -3.47% | 530.19%-533.7pp | 176.29%-179.8pp | 73.15%-76.6pp |
| Employer contribution / active EE | $1,221 | $2,471-50.6% | $3,680-66.8% | $2,343-47.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $27 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |