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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 | $19,964 | $106,549-81.3% | $91,225-78.1% | $134,509-85.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.25% | 160.73%-182.0pp | 114.10%-135.3pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,197 | $3,331-64.1% | $2,851-58.0% | $4,741-74.7% |
| Participant deferral / active EE | $4,811 | $4,719+1.9% | $4,234+13.6% | $6,400-24.8% |
| Admin fee / account holder | $16 | $6,234-99.7% | $5,422-99.7% | $11,427-99.9% |