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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 | $53,510 | $138,075-61.2% | $123,552-56.7% | $135,379-60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.76% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,858 | $5,152-63.9% | $4,628-59.9% | $4,779-61.1% |
| Participant deferral / active EE | $2,500 | $6,800-63.2% | $6,426-61.1% | $5,609-55.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |