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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 | $8,374 | $92,766-91.0% | $82,763-89.9% | $134,545-93.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -45.36% | 946.97%-992.3pp | 702.45%-747.8pp | 418.37%-463.7pp |
| Employer contribution / active EE | $2,506 | $3,273-23.4% | $3,008-16.7% | $4,742-47.2% |
| Participant deferral / active EE | $5,377 | $4,802+12.0% | $4,395+22.3% | $6,401-16.0% |
| Admin fee / account holder | $128 | $5,978-97.9% | $5,325-97.6% | $11,431-98.9% |