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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 | $19,682 | $129,959-84.9% | $104,301-81.1% | $134,532-85.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -28.91% | 42.04%-71.0pp | 24.61%-53.5pp | 418.27%-447.2pp |
| Employer contribution / active EE | $8,716 | $4,185+108.2% | $3,373+158.4% | $4,741+83.8% |
| Participant deferral / active EE | $5,082 | $5,589-9.1% | $4,626+9.9% | $6,401-20.6% |
| Admin fee / account holder | $274 | $9,325-97.1% | $7,340-96.3% | $11,429-97.6% |