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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 | $61,294 | $95,915-36.1% | $79,580-23.0% | $134,532-54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.61% | -2.71%-25.9pp | 0.15%-28.8pp | 418.27%-446.9pp |
| Employer contribution / active EE | $8,693 | $3,129+177.8% | $2,413+260.2% | $4,741+83.3% |
| Participant deferral / active EE | $7,031 | $4,693+49.8% | $3,985+76.4% | $6,401+9.8% |
| Admin fee / account holder | $47 | $9,132-99.5% | $6,835-99.3% | $11,429-99.6% |