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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 | $26,307 | $56,197-53.2% | $67,652-61.1% | $59,633-55.9% |
| Participation rate | 83.7% | 71.5%+12.2pp | 75.7%+8.1pp | 68.7%+15.1pp |
| Annual return | -4.11% | 18508.10%-18512.2pp | 6625.40%-6629.5pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $1,184 | $1,615-26.7% | $2,266-47.8% | $2,203-46.3% |
| Participant deferral / active EE | $3,994 | $2,844+40.5% | $3,560+12.2% | $3,192+25.2% |
| Admin fee / account holder | $168 | $3,958-95.8% | $4,821-96.5% | $4,297-96.1% |