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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 | $16,302 | $92,743-82.4% | $82,744-80.3% | $134,532-87.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -23.37% | 946.63%-970.0pp | 702.22%-725.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $6,815 | $3,273+108.2% | $3,008+126.6% | $4,741+43.7% |
| Participant deferral / active EE | $5,170 | $4,802+7.7% | $4,395+17.6% | $6,401-19.2% |
| Admin fee / account holder | $56 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |