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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 | $58,593 | $167,352-65.0% | $143,788-59.3% | $134,509-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.26% | 0.47%-36.7pp | -0.03%-36.2pp | 418.13%-454.4pp |
| Employer contribution / active EE | $21,130 | $5,620+276.0% | $4,952+326.7% | $4,741+345.7% |
| Participant deferral / active EE | $10,569 | $6,447+63.9% | $5,638+87.5% | $6,400+65.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |