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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 | $38,508 | $138,075-72.1% | $123,552-68.8% | $135,379-71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.81% | 153.70%-166.5pp | 119.20%-132.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $3,020 | $5,152-41.4% | $4,628-34.7% | $4,779-36.8% |
| Participant deferral / active EE | $5,767 | $6,800-15.2% | $6,426-10.3% | $5,609+2.8% |
| Admin fee / account holder | $136 | $10,917-98.8% | $9,285-98.5% | $10,828-98.7% |