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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 | $4,806 | $27,632-82.6% | $61,452-92.2% | $68,486-93.0% |
| Participation rate | 80.6% | 39.5%+41.1pp | 52.6%+28.0pp | 67.9%+12.7pp |
| Annual return | -28.07% | -13.24%-14.8pp | 338.96%-367.0pp | -7.85%-20.2pp |
| Employer contribution / active EE | $2,133 | $696+206.6% | $1,160+83.9% | $2,597-17.9% |
| Participant deferral / active EE | $1,268 | $1,264+0.3% | $2,125-40.3% | $4,028-68.5% |
| Admin fee / account holder | $130 | $2,010-93.5% | $2,131-93.9% | $5,404-97.6% |