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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 | $23,900 | $83,337-71.3% | $67,834-64.8% | $273,972-91.3% |
| Participation rate | 92.9% | 76.4%+16.4pp | 68.8%+24.1pp | 83.0%+9.8pp |
| Annual return | -19.82% | 259.45%-279.3pp | 138.47%-158.3pp | 41.46%-61.3pp |
| Employer contribution / active EE | $8,214 | $3,287+149.9% | $2,403+241.8% | $4,869+68.7% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $192 | $6,752-97.2% | $4,622-95.8% | $10,133-98.1% |