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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 | $27,262 | $138,114-80.3% | $125,391-78.3% | $134,545-79.7% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -23.33% | 750.88%-774.2pp | 572.41%-595.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $3,519 | $5,246-32.9% | $4,816-26.9% | $4,742-25.8% |
| Participant deferral / active EE | $7,341 | $7,801-5.9% | $7,448-1.4% | $6,401+14.7% |
| Admin fee / account holder | $133 | $11,570-98.9% | $10,009-98.7% | $11,431-98.8% |