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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 | $12,461 | $84,518-85.3% | $67,704-81.6% | $125,389-90.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -8.95% | 2.57%-11.5pp | 25.41%-34.4pp | 282.24%-291.2pp |
| Employer contribution / active EE | $2,753 | $3,292-16.4% | $2,559+7.6% | $4,866-43.4% |
| Participant deferral / active EE | $5,148 | $4,430+16.2% | $3,585+43.6% | $5,352-3.8% |
| Admin fee / account holder | $99 | $5,340-98.1% | $4,255-97.7% | $9,541-99.0% |