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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 | $40,116 | $56,200-28.6% | $67,653-40.7% | $59,633-32.7% |
| Participation rate | 85.5% | 71.5%+14.0pp | 75.7%+9.8pp | 68.7%+16.8pp |
| Annual return | -2.45% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $364 | $1,615-77.4% | $2,266-83.9% | $2,203-83.5% |
| Participant deferral / active EE | $2,635 | $2,843-7.3% | $3,560-26.0% | $3,192-17.4% |
| Admin fee / account holder | $63 | $3,959-98.4% | $4,821-98.7% | $4,297-98.5% |