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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 | $52,522 | $138,102-62.0% | $125,381-58.1% | $134,532-61.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.33% | 750.73%-772.1pp | 572.31%-593.6pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,188 | $5,245-77.3% | $4,815-75.3% | $4,741-74.9% |
| Participant deferral / active EE | $6,371 | $7,801-18.3% | $7,448-14.5% | $6,401-0.5% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |