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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 | $24,981 | $57,352-56.4% | $83,831-70.2% | $64,173-61.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.79% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,454 | $2,546-3.6% | $3,631-32.4% | $2,381+3.1% |
| Participant deferral / active EE | $4,431 | $2,993+48.0% | $4,082+8.5% | $3,470+27.7% |
| Admin fee / account holder | $8 | $4,046-99.8% | $5,479-99.9% | $4,887-99.8% |