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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 | $30,670 | $97,729-68.6% | $83,830-63.4% | $135,379-77.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -11.94% | 1287.52%-1299.5pp | 850.97%-862.9pp | 519.79%-531.7pp |
| Employer contribution / active EE | $1,970 | $4,222-53.3% | $3,631-45.7% | $4,779-58.8% |
| Participant deferral / active EE | $6,675 | $4,683+42.5% | $4,082+63.5% | $5,609+19.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |