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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 | $19,795 | $138,102-85.7% | $125,381-84.2% | $134,532-85.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -37.12% | 750.73%-787.8pp | 572.31%-609.4pp | 418.27%-455.4pp |
| Employer contribution / active EE | $3,455 | $5,245-34.1% | $4,815-28.3% | $4,741-27.1% |
| Participant deferral / active EE | $10,951 | $7,801+40.4% | $7,448+47.0% | $6,401+71.1% |
| Admin fee / account holder | $54 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |