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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 | $9,835 | $93,117-89.4% | $77,096-87.2% | $134,532-92.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.95% | 62.67%-85.6pp | 42.35%-65.3pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,629 | $3,420-52.4% | $2,814-42.1% | $4,741-65.6% |
| Participant deferral / active EE | $4,602 | $5,241-12.2% | $4,429+3.9% | $6,401-28.1% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |