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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 | $30,183 | $138,076-78.1% | $123,553-75.6% | $135,380-77.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.08% | 153.70%-168.8pp | 119.21%-134.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $1,972 | $5,152-61.7% | $4,628-57.4% | $4,779-58.7% |
| Participant deferral / active EE | $17,355 | $6,800+155.2% | $6,426+170.1% | $5,609+209.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |