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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 | $17,412 | $138,102-87.4% | $125,381-86.1% | $134,532-87.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.05% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,038 | $5,245-42.1% | $4,815-36.9% | $4,741-35.9% |
| Participant deferral / active EE | $4,465 | $7,801-42.8% | $7,448-40.0% | $6,401-30.2% |
| Admin fee / account holder | $64 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |