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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 | $30,110 | $97,729-69.2% | $83,830-64.1% | $135,379-77.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.27% | 1287.52%-1298.8pp | 850.97%-862.2pp | 519.79%-531.1pp |
| Employer contribution / active EE | $1,342 | $4,222-68.2% | $3,631-63.1% | $4,779-71.9% |
| Participant deferral / active EE | $2,486 | $4,683-46.9% | $4,082-39.1% | $5,609-55.7% |
| Admin fee / account holder | $158 | $6,674-97.6% | $5,479-97.1% | $10,828-98.5% |