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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 | $28,276 | $78,694-64.1% | $67,652-58.2% | $125,389-77.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.71% | 9.46%-13.2pp | 6625.40%-6629.1pp | 282.24%-286.0pp |
| Employer contribution / active EE | $753 | $3,044-75.3% | $2,266-66.8% | $4,866-84.5% |
| Participant deferral / active EE | $1,985 | $4,292-53.7% | $3,560-44.2% | $5,352-62.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |