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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 | $21,455 | $138,078-84.5% | $125,363-82.9% | $134,509-84.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -37.87% | 750.49%-788.4pp | 572.15%-610.0pp | 418.13%-456.0pp |
| Employer contribution / active EE | $11,525 | $5,245+119.7% | $4,815+139.4% | $4,741+143.1% |
| Participant deferral / active EE | $9,059 | $7,800+16.1% | $7,447+21.6% | $6,400+41.5% |
| Admin fee / account holder | $67 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |