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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 | $16,228 | $75,832-78.6% | $147,617-89.0% | $59,633-72.8% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | -3.59% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $4,218 | $3,485+21.0% | $5,564-24.2% | $2,203+91.5% |
| Participant deferral / active EE | $1,953 | $3,131-37.6% | $4,895-60.1% | $3,192-38.8% |
| Admin fee / account holder | $67 | $5,986-98.9% | $11,612-99.4% | $4,297-98.4% |