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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 | $27,703 | $138,114-79.9% | $125,391-77.9% | $134,545-79.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -21.38% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,353 | $5,246-55.1% | $4,816-51.1% | $4,742-50.4% |
| Participant deferral / active EE | $7,758 | $7,801-0.5% | $7,448+4.2% | $6,401+21.2% |
| Admin fee / account holder | $64 | $11,570-99.4% | $10,009-99.4% | $11,431-99.4% |