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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 | $63,990 | $78,694-18.7% | $67,652-5.4% | $125,389-49.0% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -3.29% | 9.46%-12.7pp | 6625.40%-6628.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,383 | $3,044-54.6% | $2,266-38.9% | $4,866-71.6% |
| Participant deferral / active EE | $3,933 | $4,292-8.4% | $3,560+10.5% | $5,352-26.5% |
| Admin fee / account holder | $25 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |