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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 | $20,880 | $90,504-76.9% | $78,690-73.5% | $273,965-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.53% | 75.61%-80.1pp | 62.18%-66.7pp | 41.45%-46.0pp |
| Employer contribution / active EE | $5,169 | $3,176+62.8% | $2,851+81.3% | $4,869+6.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $156 | $5,263-97.0% | $4,511-96.5% | $10,132-98.5% |