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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 | $16,351 | $138,102-88.2% | $125,381-87.0% | $134,532-87.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -26.41% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.7pp |
| Employer contribution / active EE | $1,925 | $5,245-63.3% | $4,815-60.0% | $4,741-59.4% |
| Participant deferral / active EE | $7,561 | $7,801-3.1% | $7,448+1.5% | $6,401+18.1% |
| Admin fee / account holder | $50 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |