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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 | $16,705 | $190,879-91.2% | $160,009-89.6% | $134,532-87.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.23% | 552.63%-577.9pp | 408.85%-434.1pp | 418.27%-443.5pp |
| Employer contribution / active EE | $2,249 | $4,995-55.0% | $4,225-46.8% | $4,741-52.6% |
| Participant deferral / active EE | $9,407 | $6,924+35.9% | $6,183+52.1% | $6,401+47.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |