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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 | $27,475 | $138,102-80.1% | $125,381-78.1% | $134,532-79.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.12% | 750.73%-778.8pp | 572.31%-600.4pp | 418.27%-446.4pp |
| Employer contribution / active EE | $2,157 | $5,245-58.9% | $4,815-55.2% | $4,741-54.5% |
| Participant deferral / active EE | $4,051 | $7,801-48.1% | $7,448-45.6% | $6,401-36.7% |
| Admin fee / account holder | $206 | $11,568-98.2% | $10,007-97.9% | $11,429-98.2% |