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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 | $26,599 | $93,346-71.5% | $71,796-63.0% | $273,972-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -3.32% | 130.39%-133.7pp | 78.04%-81.4pp | 41.46%-44.8pp |
| Employer contribution / active EE | $1,705 | $2,733-37.6% | $1,924-11.4% | $4,869-65.0% |
| Participant deferral / active EE | $2,649 | $3,475-23.8% | $2,794-5.2% | $5,287-49.9% |
| Admin fee / account holder | $136 | $6,571-97.9% | $4,815-97.2% | $10,133-98.7% |