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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 | $23,627 | $138,078-82.9% | $125,363-81.2% | $134,509-82.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -25.60% | 750.49%-776.1pp | 572.15%-597.7pp | 418.13%-443.7pp |
| Employer contribution / active EE | $4,942 | $5,245-5.8% | $4,815+2.6% | $4,741+4.2% |
| Participant deferral / active EE | $6,508 | $7,800-16.6% | $7,447-12.6% | $6,400+1.7% |
| Admin fee / account holder | $78 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |