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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 | $10,234 | $106,557-90.4% | $91,227-88.8% | $134,545-92.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.62% | 160.81%-189.4pp | 114.14%-142.8pp | 418.37%-447.0pp |
| Employer contribution / active EE | $1,895 | $3,332-43.1% | $2,851-33.6% | $4,742-60.0% |
| Participant deferral / active EE | $6,383 | $4,719+35.3% | $4,234+50.7% | $6,401-0.3% |
| Admin fee / account holder | $26 | $6,235-99.6% | $5,423-99.5% | $11,431-99.8% |