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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 | $12,835 | $109,411-88.3% | $89,435-85.6% | $158,982-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -10.62% | 345.68%-356.3pp | 245.55%-256.2pp | 302.99%-313.6pp |
| Employer contribution / active EE | $1,047 | $3,173-67.0% | $2,587-59.5% | $4,763-78.0% |
| Participant deferral / active EE | $8,023 | $4,600+74.4% | $3,890+106.2% | $5,983+34.1% |
| Admin fee / account holder | $18 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |