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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 | $22,927 | $138,078-83.4% | $125,363-81.7% | $134,509-83.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.60% | 750.49%-783.1pp | 572.15%-604.7pp | 418.13%-450.7pp |
| Employer contribution / active EE | $2,660 | $5,245-49.3% | $4,815-44.8% | $4,741-43.9% |
| Participant deferral / active EE | $14,931 | $7,800+91.4% | $7,447+100.5% | $6,400+133.3% |
| Admin fee / account holder | $79 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |