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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 | $26,072 | $138,102-81.1% | $125,381-79.2% | $134,532-80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.59% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,656 | $5,245-49.4% | $4,815-44.9% | $4,741-44.0% |
| Participant deferral / active EE | $10,620 | $7,801+36.1% | $7,448+42.6% | $6,401+65.9% |
| Admin fee / account holder | $86 | $11,568-99.3% | $10,007-99.1% | $11,429-99.2% |