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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 | $34,259 | $85,790-60.1% | $67,313-49.1% | $135,380-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.56% | -0.54%-11.0pp | -4.08%-7.5pp | 519.81%-531.4pp |
| Employer contribution / active EE | $4,417 | $3,487+26.7% | $2,566+72.2% | $4,779-7.6% |
| Participant deferral / active EE | $4,877 | $4,651+4.9% | $3,568+36.7% | $5,609-13.1% |
| Admin fee / account holder | $42 | $6,392-99.3% | $4,507-99.1% | $10,828-99.6% |