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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 | $21,226 | $92,684-77.1% | $82,706-74.3% | $134,509-84.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -22.12% | 945.84%-968.0pp | 701.76%-723.9pp | 418.13%-440.3pp |
| Employer contribution / active EE | $3,436 | $3,272+5.0% | $3,007+14.3% | $4,741-27.5% |
| Participant deferral / active EE | $8,702 | $4,800+81.3% | $4,394+98.1% | $6,400+36.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |