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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 | $32,100 | $138,076-76.8% | $123,553-74.0% | $135,380-76.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -68.42% | 153.70%-222.1pp | 119.21%-187.6pp | 519.81%-588.2pp |
| Employer contribution / active EE | $2,962 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $7,390 | $6,800+8.7% | $6,426+15.0% | $5,609+31.7% |
| Admin fee / account holder | $32 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |