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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 | $53,057 | $167,353-68.3% | $143,797-63.1% | $134,545-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.16% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $3,917 | $5,620-30.3% | $4,952-20.9% | $4,742-17.4% |
| Participant deferral / active EE | $15,032 | $6,447+133.2% | $5,638+166.6% | $6,401+134.8% |
| Admin fee / account holder | $202 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |