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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 | $35,531 | $78,694-54.8% | $67,652-47.5% | $125,389-71.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.45% | 9.46%-12.9pp | 6625.40%-6628.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,721 | $3,044-10.6% | $2,266+20.1% | $4,866-44.1% |
| Participant deferral / active EE | $5,359 | $4,292+24.9% | $3,560+50.6% | $5,352+0.1% |
| Admin fee / account holder | $219 | $7,403-97.0% | $4,821-95.5% | $9,541-97.7% |