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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 | $54,619 | $93,117-41.3% | $77,096-29.2% | $134,532-59.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.63% | 62.67%-86.3pp | 42.35%-66.0pp | 418.27%-441.9pp |
| Employer contribution / active EE | $10,370 | $3,420+203.2% | $2,814+268.5% | $4,741+118.7% |
| Participant deferral / active EE | $10,370 | $5,241+97.9% | $4,429+134.1% | $6,401+62.0% |
| Admin fee / account holder | $232 | $6,948-96.7% | $5,428-95.7% | $11,429-98.0% |