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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 | $12,352 | $93,124-86.7% | $77,100-84.0% | $134,545-90.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.96% | 62.68%-84.6pp | 42.35%-64.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,018 | $3,421-41.0% | $2,815-28.3% | $4,742-57.4% |
| Participant deferral / active EE | $3,969 | $5,242-24.3% | $4,430-10.4% | $6,401-38.0% |
| Admin fee / account holder | $64 | $6,970-99.1% | $5,443-98.8% | $11,431-99.4% |