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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 | $38,415 | $91,037-57.8% | $71,671-46.4% | $147,586-74.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -5.25% | 20.48%-25.7pp | 20.65%-25.9pp | 578.59%-583.8pp |
| Employer contribution / active EE | $1,795 | $3,327-46.0% | $2,460-27.0% | $4,876-63.2% |
| Participant deferral / active EE | $16,500 | $4,498+266.8% | $3,438+379.9% | $5,439+203.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |