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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 | $44,013 | $135,645-67.6% | $110,243-60.1% | $135,379-67.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -11.46% | 513.24%-524.7pp | 314.76%-326.2pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,998 | $4,907-59.3% | $3,827-47.8% | $4,779-58.2% |
| Participant deferral / active EE | $2,269 | $5,507-58.8% | $4,672-51.4% | $5,609-59.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |