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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 | $43,766 | $138,076-68.3% | $123,553-64.6% | $135,380-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.35% | 153.70%-165.0pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,300 | $5,152-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $13,763 | $6,800+102.4% | $6,426+114.2% | $5,609+145.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |