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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 | $29,410 | $90,606-67.5% | $79,466-63.0% | $135,379-78.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -10.97% | 977.69%-988.7pp | 718.28%-729.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $449 | $3,068-85.4% | $2,800-84.0% | $4,779-90.6% |
| Participant deferral / active EE | $4,278 | $4,050+5.6% | $3,704+15.5% | $5,609-23.7% |
| Admin fee / account holder | $8 | $5,895-99.9% | $5,104-99.8% | $10,828-99.9% |