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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 | $18,510 | $158,852-88.3% | $121,220-84.7% | $135,380-86.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -23.89% | -0.64%-23.2pp | 16.94%-40.8pp | 519.81%-543.7pp |
| Employer contribution / active EE | $8,918 | $5,666+57.4% | $4,023+121.7% | $4,779+86.6% |
| Participant deferral / active EE | $5,798 | $4,006+44.7% | $3,345+73.3% | $5,609+3.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |