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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 | $46,948 | $209,422-77.6% | $178,503-73.7% | $158,982-70.5% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | -2.21% | 188.81%-191.0pp | 151.12%-153.3pp | 302.99%-305.2pp |
| Employer contribution / active EE | $2,057 | $5,707-63.9% | $5,011-58.9% | $4,763-56.8% |
| Participant deferral / active EE | $7,128 | $5,955+19.7% | $5,202+37.0% | $5,983+19.1% |
| Admin fee / account holder | $264 | $17,079-98.5% | $13,987-98.1% | $11,252-97.7% |