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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 | $54,382 | $138,076-60.6% | $123,553-56.0% | $135,380-59.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.04% | 153.70%-169.7pp | 119.21%-135.2pp | 519.81%-535.8pp |
| Employer contribution / active EE | $2,825 | $5,152-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $13,367 | $6,800+96.6% | $6,426+108.0% | $5,609+138.3% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,284-99.1% | $10,828-99.3% |