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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 | $88,328 | $142,409-38.0% | $119,634-26.2% | $134,545-34.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.82% | -12.46%-9.4pp | -14.98%-6.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $18,290 | $5,224+250.1% | $4,232+332.1% | $4,742+285.7% |
| Participant deferral / active EE | $15,746 | $6,468+143.4% | $5,601+181.1% | $6,401+146.0% |
| Admin fee / account holder | $13 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |