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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 | $33,452 | $124,980-73.2% | $108,359-69.1% | $154,746-78.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -3.58% | 45.00%-48.6pp | 36.89%-40.5pp | 172.34%-175.9pp |
| Employer contribution / active EE | $3,354 | $2,851+17.6% | $2,399+39.8% | $4,379-23.4% |
| Participant deferral / active EE | $7,469 | $4,743+57.5% | $4,137+80.5% | $6,730+11.0% |
| Admin fee / account holder | $28 | $11,502-99.8% | $9,741-99.7% | $14,365-99.8% |