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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 | $13,859 | $75,935-81.7% | $60,547-77.1% | $125,389-88.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -5.95% | -5.38%-0.6pp | 335.64%-341.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $3,241 | $3,438-5.7% | $2,419+34.0% | $4,866-33.4% |
| Participant deferral / active EE | $4,966 | $4,506+10.2% | $3,328+49.2% | $5,352-7.2% |
| Admin fee / account holder | $10 | $6,768-99.9% | $4,536-99.8% | $9,541-99.9% |