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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 | $24,737 | $138,076-82.1% | $123,553-80.0% | $135,380-81.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.13% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,705 | $5,152-47.5% | $4,628-41.6% | $4,779-43.4% |
| Participant deferral / active EE | $5,941 | $6,800-12.6% | $6,426-7.5% | $5,609+5.9% |
| Admin fee / account holder | $146 | $10,917-98.7% | $9,284-98.4% | $10,828-98.6% |