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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 | $22,341 | $133,981-83.3% | $112,249-80.1% | $134,532-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.80% | 47.16%-69.0pp | 27.48%-49.3pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,203 | $4,040-45.5% | $3,636-39.4% | $4,741-53.5% |
| Participant deferral / active EE | $8,221 | $5,292+55.4% | $4,729+73.8% | $6,401+28.4% |
| Admin fee / account holder | $189 | $7,492-97.5% | $6,412-97.0% | $11,429-98.3% |