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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 | $36,567 | $82,630-55.7% | $64,105-43.0% | $125,389-70.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -5.92% | 1489.72%-1495.6pp | 791.24%-797.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,336 | $2,671-50.0% | $1,820-26.6% | $4,866-72.5% |
| Participant deferral / active EE | $3,486 | $3,608-3.4% | $2,822+23.5% | $5,352-34.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |