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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 | $19,817 | $190,862-89.6% | $159,991-87.6% | $134,509-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -40.87% | 552.59%-593.5pp | 408.82%-449.7pp | 418.13%-459.0pp |
| Employer contribution / active EE | $1,621 | $4,995-67.5% | $4,225-61.6% | $4,741-65.8% |
| Participant deferral / active EE | $14,630 | $6,924+111.3% | $6,183+136.6% | $6,400+128.6% |
| Admin fee / account holder | $65 | $10,495-99.4% | $8,715-99.3% | $11,427-99.4% |