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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 | $2,835 | $84,464-96.6% | $61,399-95.4% | $134,509-97.9% |
| Participation rate | 90.5% | 62.2%+28.3pp | 52.6%+37.9pp | 81.2%+9.2pp |
| Annual return | -21.96% | 585.06%-607.0pp | 338.81%-360.8pp | 418.13%-440.1pp |
| Employer contribution / active EE | $353 | $1,545-77.1% | $1,159-69.6% | $4,741-92.6% |
| Participant deferral / active EE | $855 | $2,818-69.6% | $2,124-59.7% | $6,400-86.6% |
| Admin fee / account holder | $177 | $2,587-93.2% | $2,131-91.7% | $11,427-98.5% |