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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 | $30,354 | $138,078-78.0% | $125,363-75.8% | $134,509-77.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -41.26% | 750.49%-791.8pp | 572.15%-613.4pp | 418.13%-459.4pp |
| Employer contribution / active EE | $4,997 | $5,245-4.7% | $4,815+3.8% | $4,741+5.4% |
| Participant deferral / active EE | $11,412 | $7,800+46.3% | $7,447+53.2% | $6,400+78.3% |
| Admin fee / account holder | $86 | $11,566-99.3% | $10,005-99.1% | $11,427-99.3% |