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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 | $75,703 | $167,353-54.8% | $143,797-47.4% | $134,545-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.19% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $12,995 | $5,620+131.2% | $4,952+162.4% | $4,742+174.1% |
| Participant deferral / active EE | $6,013 | $6,447-6.7% | $5,638+6.6% | $6,401-6.1% |
| Admin fee / account holder | $100 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |