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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 | $14,840 | $190,862-92.2% | $159,991-90.7% | $134,509-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.24% | 552.59%-573.8pp | 408.82%-430.1pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,642 | $4,995-67.1% | $4,225-61.1% | $4,741-65.4% |
| Participant deferral / active EE | $14,062 | $6,924+103.1% | $6,183+127.4% | $6,400+119.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |