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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 | $17,318 | $133,981-87.1% | $112,249-84.6% | $134,532-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.66% | 47.16%-78.8pp | 27.48%-59.1pp | 418.27%-449.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,575 | $5,292+80.9% | $4,729+102.5% | $6,401+49.6% |
| Admin fee / account holder | $16 | $7,492-99.8% | $6,412-99.7% | $11,429-99.9% |