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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 | $54,501 | $138,076-60.5% | $123,553-55.9% | $135,380-59.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.83% | 153.70%-169.5pp | 119.21%-135.0pp | 519.81%-535.6pp |
| Employer contribution / active EE | $2,005 | $5,152-61.1% | $4,628-56.7% | $4,779-58.0% |
| Participant deferral / active EE | $13,340 | $6,800+96.2% | $6,426+107.6% | $5,609+137.8% |
| Admin fee / account holder | $257 | $10,917-97.6% | $9,284-97.2% | $10,828-97.6% |