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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 | $74,119 | $107,941-31.3% | $91,994-19.4% | $152,909-51.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -5.04% | 89.28%-94.3pp | 69.04%-74.1pp | 345.46%-350.5pp |
| Employer contribution / active EE | $1,636 | $4,212-61.2% | $3,453-52.6% | $4,764-65.7% |
| Participant deferral / active EE | $2,381 | $6,366-62.6% | $5,924-59.8% | $5,851-59.3% |
| Admin fee / account holder | $36 | $10,521-99.7% | $7,744-99.5% | $11,601-99.7% |