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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 | $21,922 | $106,557-79.4% | $91,227-76.0% | $134,545-83.7% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -22.31% | 160.81%-183.1pp | 114.14%-136.4pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,423 | $3,332-57.3% | $2,851-50.1% | $4,742-70.0% |
| Participant deferral / active EE | $4,489 | $4,719-4.9% | $4,234+6.0% | $6,401-29.9% |
| Admin fee / account holder | $8 | $6,235-99.9% | $5,423-99.9% | $11,431-99.9% |