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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 | $79,284 | $105,856-25.1% | $90,161-12.1% | $147,586-46.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -4.15% | 37.63%-41.8pp | 34.89%-39.0pp | 578.59%-582.7pp |
| Employer contribution / active EE | $18,904 | $4,126+358.1% | $3,318+469.7% | $4,876+287.7% |
| Participant deferral / active EE | $22,000 | $5,733+283.8% | $5,287+316.1% | $5,439+304.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |