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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 | $32,281 | $180,459-82.1% | $154,108-79.1% | $135,380-76.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.14% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,817 | $6,035-69.9% | $5,298-65.7% | $4,779-62.0% |
| Participant deferral / active EE | $6,734 | $5,806+16.0% | $5,081+32.5% | $5,609+20.1% |
| Admin fee / account holder | $132 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |