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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 | $27,163 | $88,778-69.4% | $81,844-66.8% | $145,884-81.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | -0.87% | 1033.03%-1033.9pp | 778.87%-779.7pp | 551.85%-552.7pp |
| Employer contribution / active EE | $1,259 | $3,087-59.2% | $2,916-56.8% | $4,662-73.0% |
| Participant deferral / active EE | $8,803 | $4,648+89.4% | $4,323+103.6% | $6,690+31.6% |
| Admin fee / account holder | $10 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |