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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 | $20,818 | $99,644-79.1% | $86,438-75.9% | $134,532-84.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.40% | 6787.26%-6809.7pp | 4397.19%-4419.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,040 | $4,402-53.7% | $3,769-45.9% | $4,741-57.0% |
| Participant deferral / active EE | $8,990 | $7,247+24.0% | $6,952+29.3% | $6,401+40.4% |
| Admin fee / account holder | $73 | $8,375-99.1% | $6,733-98.9% | $11,429-99.4% |