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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 | $17,305 | $99,644-82.6% | $86,438-80.0% | $134,532-87.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.18% | 6787.26%-6813.4pp | 4397.19%-4423.4pp | 418.27%-444.4pp |
| Employer contribution / active EE | $6,691 | $4,402+52.0% | $3,769+77.5% | $4,741+41.1% |
| Participant deferral / active EE | $10,648 | $7,247+46.9% | $6,952+53.2% | $6,401+66.3% |
| Admin fee / account holder | $121 | $8,375-98.5% | $6,733-98.2% | $11,429-98.9% |