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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 | $37,020 | $93,124-60.2% | $77,100-52.0% | $134,545-72.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.82% | 62.68%-84.5pp | 42.35%-64.2pp | 418.37%-440.2pp |
| Employer contribution / active EE | $8,576 | $3,421+150.7% | $2,815+204.7% | $4,742+80.9% |
| Participant deferral / active EE | $13,260 | $5,242+152.9% | $4,430+199.3% | $6,401+107.1% |
| Admin fee / account holder | $128 | $6,970-98.2% | $5,443-97.6% | $11,431-98.9% |