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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 | $19,343 | $97,732-80.2% | $83,831-76.9% | $135,380-85.7% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -10.06% | 1287.56%-1297.6pp | 850.99%-861.0pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,622 | $4,222-61.6% | $3,631-55.3% | $4,779-66.1% |
| Participant deferral / active EE | $5,003 | $4,683+6.8% | $4,082+22.6% | $5,609-10.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |