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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 | $17,869 | $92,766-80.7% | $82,763-78.4% | $134,545-86.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -24.32% | 946.97%-971.3pp | 702.45%-726.8pp | 418.37%-442.7pp |
| Employer contribution / active EE | $2,128 | $3,273-35.0% | $3,008-29.2% | $4,742-55.1% |
| Participant deferral / active EE | $10,952 | $4,802+128.1% | $4,395+149.2% | $6,401+71.1% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |