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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 | $22,265 | $106,549-79.1% | $91,225-75.6% | $134,509-83.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -31.15% | 160.73%-191.9pp | 114.10%-145.2pp | 418.13%-449.3pp |
| Employer contribution / active EE | $4,293 | $3,331+28.9% | $2,851+50.6% | $4,741-9.4% |
| Participant deferral / active EE | $13,430 | $4,719+184.6% | $4,234+217.2% | $6,400+109.8% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |