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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 | $48,082 | $167,362-71.3% | $143,799-66.6% | $134,532-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.89% | 0.47%-32.4pp | -0.04%-31.8pp | 418.27%-450.2pp |
| Employer contribution / active EE | $1,520 | $5,620-73.0% | $4,952-69.3% | $4,741-67.9% |
| Participant deferral / active EE | $4,702 | $6,447-27.1% | $5,638-16.6% | $6,401-26.5% |
| Admin fee / account holder | $197 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |