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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 | $23,863 | $100,811-76.3% | $86,698-72.5% | $134,545-82.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.43% | 29.11%-49.5pp | 35.96%-56.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $5,751 | $3,490+64.8% | $2,837+102.7% | $4,742+21.3% |
| Participant deferral / active EE | $3,343 | $5,339-37.4% | $4,656-28.2% | $6,401-47.8% |
| Admin fee / account holder | $24 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |