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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 | $53,461 | $135,956-60.7% | $123,894-56.8% | $273,972-80.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.23% | 56.63%-61.9pp | 47.52%-52.7pp | 41.46%-46.7pp |
| Employer contribution / active EE | $15,823 | $5,170+206.1% | $4,617+242.7% | $4,869+225.0% |
| Participant deferral / active EE | $2,937 | $6,343-53.7% | $5,984-50.9% | $5,287-44.4% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |