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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 | $20,807 | $97,732-78.7% | $83,831-75.2% | $135,380-84.6% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -11.98% | 1287.56%-1299.5pp | 850.99%-863.0pp | 519.81%-531.8pp |
| Employer contribution / active EE | $1,776 | $4,222-57.9% | $3,631-51.1% | $4,779-62.8% |
| Participant deferral / active EE | $5,232 | $4,683+11.7% | $4,082+28.2% | $5,609-6.7% |
| Admin fee / account holder | $160 | $6,675-97.6% | $5,479-97.1% | $10,828-98.5% |