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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 | $3,665 | $84,628-95.7% | $61,501-94.0% | $134,545-97.3% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -29.95% | 585.61%-615.6pp | 339.04%-369.0pp | 418.37%-448.3pp |
| Employer contribution / active EE | $1,544 | $1,545-0.1% | $1,160+33.1% | $4,742-67.4% |
| Participant deferral / active EE | $1,544 | $2,819-45.2% | $2,125-27.3% | $6,401-75.9% |
| Admin fee / account holder | $16 | $2,587-99.4% | $2,132-99.2% | $11,431-99.9% |