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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 | $2,675 | $84,551-96.8% | $61,452-95.6% | $134,532-98.0% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -24.85% | 585.39%-610.2pp | 338.96%-363.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,842 | $2,818-34.6% | $2,125-13.3% | $6,401-71.2% |
| Admin fee / account holder | $44 | $2,587-98.3% | $2,131-97.9% | $11,429-99.6% |