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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 | $28,484 | $135,645-79.0% | $110,243-74.2% | $135,379-79.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -15.32% | 513.24%-528.6pp | 314.76%-330.1pp | 519.79%-535.1pp |
| Employer contribution / active EE | $6,253 | $4,907+27.4% | $3,827+63.4% | $4,779+30.8% |
| Participant deferral / active EE | $5,682 | $5,507+3.2% | $4,672+21.6% | $5,609+1.3% |
| Admin fee / account holder | $168 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |