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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 | $29,713 | $95,188-68.8% | $76,518-61.2% | $135,380-78.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.82% | 4.85%-16.7pp | -0.27%-11.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $4,143 | $3,303+25.4% | $2,647+56.5% | $4,779-13.3% |
| Participant deferral / active EE | $6,811 | $4,640+46.8% | $3,836+77.6% | $5,609+21.4% |
| Admin fee / account holder | $232 | $6,249-96.3% | $4,849-95.2% | $10,828-97.9% |