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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 | $49,922 | $95,917-48.0% | $79,583-37.3% | $134,545-62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.49% | -2.70%-21.8pp | 0.16%-24.6pp | 418.37%-442.9pp |
| Employer contribution / active EE | $2,811 | $3,129-10.2% | $2,414+16.4% | $4,742-40.7% |
| Participant deferral / active EE | $27,156 | $4,694+478.5% | $3,986+581.3% | $6,401+324.2% |
| Admin fee / account holder | $138 | $9,132-98.5% | $6,835-98.0% | $11,431-98.8% |