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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 | $14,656 | $106,551-86.2% | $91,225-83.9% | $134,532-89.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -40.67% | 160.78%-201.4pp | 114.12%-154.8pp | 418.27%-458.9pp |
| Employer contribution / active EE | $1,066 | $3,331-68.0% | $2,851-62.6% | $4,741-77.5% |
| Participant deferral / active EE | $12,142 | $4,718+157.3% | $4,233+186.8% | $6,401+89.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |