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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 | $32,787 | $155,833-79.0% | $124,693-73.7% | $167,536-80.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | -7.73% | 17.98%-25.7pp | 5144.19%-5151.9pp | 478.82%-486.5pp |
| Employer contribution / active EE | $6,414 | $4,164+54.0% | $3,324+93.0% | $4,839+32.6% |
| Participant deferral / active EE | $6,990 | $5,675+23.2% | $4,615+51.5% | $6,342+10.2% |
| Admin fee / account holder | $256 | $9,534-97.3% | $7,494-96.6% | $12,315-97.9% |