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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 | $22,130 | $95,915-76.9% | $79,580-72.2% | $134,532-83.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -27.21% | -2.71%-24.5pp | 0.15%-27.4pp | 418.27%-445.5pp |
| Employer contribution / active EE | $6,236 | $3,129+99.3% | $2,413+158.4% | $4,741+31.5% |
| Participant deferral / active EE | $11,229 | $4,693+139.2% | $3,985+181.8% | $6,401+75.4% |
| Admin fee / account holder | $59 | $9,132-99.4% | $6,835-99.1% | $11,429-99.5% |