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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 | $18,210 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.18% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,327 | $5,246-74.7% | $4,816-72.4% | $4,742-72.0% |
| Participant deferral / active EE | $5,564 | $7,801-28.7% | $7,448-25.3% | $6,401-13.1% |
| Admin fee / account holder | $76 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |