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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 | $38,662 | $90,486-57.3% | $78,676-50.9% | $273,972-85.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -10.47% | 75.62%-86.1pp | 62.19%-72.7pp | 41.46%-51.9pp |
| Employer contribution / active EE | $2,668 | $3,175-16.0% | $2,850-6.4% | $4,869-45.2% |
| Participant deferral / active EE | $7,695 | $3,901+97.2% | $3,517+118.8% | $5,287+45.5% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |