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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 | $37,948 | $135,956-72.1% | $123,894-69.4% | $273,972-86.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.46% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $18,815 | $5,170+263.9% | $4,617+307.5% | $4,869+286.4% |
| Participant deferral / active EE | $6,272 | $6,343-1.1% | $5,984+4.8% | $5,287+18.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |