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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 | $34,031 | $45,152-24.6% | $73,836-53.9% | $59,633-42.9% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | -3.75% | 27.40%-31.2pp | 2268.06%-2271.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $10,415 | $1,901+447.8% | $2,787+273.6% | $2,203+372.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |