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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 | $17,231 | $88,585-80.5% | $69,884-75.3% | $134,532-87.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -31.62% | 442.80%-474.4pp | 190.81%-222.4pp | 418.27%-449.9pp |
| Employer contribution / active EE | $6,563 | $3,235+102.9% | $2,560+156.4% | $4,741+38.4% |
| Participant deferral / active EE | $11,471 | $4,770+140.5% | $3,848+198.1% | $6,401+79.2% |
| Admin fee / account holder | $155 | $10,441-98.5% | $6,266-97.5% | $11,429-98.6% |