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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 | $38,176 | $56,200-32.1% | $67,653-43.6% | $59,633-36.0% |
| Participation rate | 77.4% | 71.5%+5.9pp | 75.7%+1.8pp | 68.7%+8.7pp |
| Annual return | -3.30% | 18506.71%-18510.0pp | 6625.22%-6628.5pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $1,308 | $1,615-19.0% | $2,266-42.3% | $2,203-40.6% |
| Participant deferral / active EE | $3,469 | $2,843+22.0% | $3,560-2.6% | $3,192+8.7% |
| Admin fee / account holder | $8 | $3,959-99.8% | $4,821-99.8% | $4,297-99.8% |