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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 | $32,942 | $91,198-63.9% | $178,503-81.5% | $79,856-58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -1.50% | 24.20%-25.7pp | 151.12%-152.6pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,772 | $3,257-45.6% | $5,011-64.6% | $2,471-28.3% |
| Participant deferral / active EE | $3,156 | $3,237-2.5% | $5,202-39.3% | $3,741-15.6% |
| Admin fee / account holder | $229 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |