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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 | $48,833 | $129,959-62.4% | $104,301-53.2% | $134,532-63.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.36% | 42.04%-64.4pp | 24.61%-47.0pp | 418.27%-440.6pp |
| Employer contribution / active EE | $3,456 | $4,185-17.4% | $3,373+2.5% | $4,741-27.1% |
| Participant deferral / active EE | $16,068 | $5,589+187.5% | $4,626+247.4% | $6,401+151.0% |
| Admin fee / account holder | $278 | $9,325-97.0% | $7,340-96.2% | $11,429-97.6% |