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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 | $51,522 | $97,027-46.9% | $83,323-38.2% | $135,382-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.05% | 12.31%-24.4pp | 10.63%-22.7pp | 519.77%-531.8pp |
| Employer contribution / active EE | $12,135 | $4,143+192.9% | $3,379+259.2% | $4,779+153.9% |
| Participant deferral / active EE | $11,941 | $5,964+100.2% | $5,565+114.6% | $5,609+112.9% |
| Admin fee / account holder | $148 | $8,427-98.2% | $7,539-98.0% | $10,829-98.6% |