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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 | $24,067 | $97,027-75.2% | $83,323-71.1% | $135,382-82.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -77.33% | 12.31%-89.6pp | 10.63%-88.0pp | 519.77%-597.1pp |
| Employer contribution / active EE | $19,923 | $4,143+380.9% | $3,379+489.7% | $4,779+316.9% |
| Participant deferral / active EE | $3,766 | $5,964-36.9% | $5,565-32.3% | $5,609-32.9% |
| Admin fee / account holder | $14 | $8,427-99.8% | $7,539-99.8% | $10,829-99.9% |