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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 | $28,513 | $138,076-79.4% | $123,553-76.9% | $135,380-78.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.51% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,523 | $5,152-51.0% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $3,372 | $6,800-50.4% | $6,426-47.5% | $5,609-39.9% |
| Admin fee / account holder | $74 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |