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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 | $17,499 | $106,551-83.6% | $91,225-80.8% | $134,532-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.70% | 160.78%-182.5pp | 114.12%-135.8pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,957 | $3,331-11.2% | $2,851+3.7% | $4,741-37.6% |
| Participant deferral / active EE | $3,988 | $4,718-15.5% | $4,233-5.8% | $6,401-37.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |