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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 | $12,265 | $134,001-90.8% | $112,258-89.1% | $134,509-90.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.64% | 47.15%-69.8pp | 27.47%-50.1pp | 418.13%-440.8pp |
| Employer contribution / active EE | $1,700 | $4,039-57.9% | $3,636-53.2% | $4,741-64.1% |
| Participant deferral / active EE | $5,999 | $5,291+13.4% | $4,728+26.9% | $6,400-6.3% |
| Admin fee / account holder | $37 | $7,491-99.5% | $6,411-99.4% | $11,427-99.7% |