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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 | $21,907 | $97,020-77.4% | $83,322-73.7% | $135,379-83.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.69% | 12.31%-23.0pp | 10.64%-21.3pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,513 | $4,144-63.5% | $3,379-55.2% | $4,779-68.3% |
| Participant deferral / active EE | $2,747 | $5,964-53.9% | $5,565-50.6% | $5,609-51.0% |
| Admin fee / account holder | $42 | $8,426-99.5% | $7,540-99.4% | $10,828-99.6% |