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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 | $20,783 | $82,674-74.9% | $125,381-83.4% | $68,486-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -41.56% | -5.97%-35.6pp | 572.31%-613.9pp | -7.85%-33.7pp |
| Employer contribution / active EE | $9,349 | $3,382+176.5% | $4,815+94.2% | $2,597+260.1% |
| Participant deferral / active EE | $14,715 | $6,111+140.8% | $7,448+97.6% | $4,028+265.4% |
| Admin fee / account holder | $191 | $6,277-97.0% | $10,007-98.1% | $5,404-96.5% |