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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 | $39,028 | $82,674-52.8% | $125,381-68.9% | $68,486-43.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -20.47% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,903 | $6,111+111.1% | $7,448+73.2% | $4,028+220.4% |
| Admin fee / account holder | $46 | $6,277-99.3% | $10,007-99.5% | $5,404-99.1% |