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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 | $80,176 | $104,106-23.0% | $71,086+12.8% | $135,379-40.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -14.04% | 1256.30%-1270.3pp | 650.59%-664.6pp | 519.79%-533.8pp |
| Employer contribution / active EE | $866 | $1,485-41.7% | $1,088-20.4% | $4,779-81.9% |
| Participant deferral / active EE | $956 | $2,527-62.2% | $1,874-49.0% | $5,609-83.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |