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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 | $179,970 | $117,694+52.9% | $71,755+150.8% | $134,532+33.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -30.10% | 25.33%-55.4pp | 9.09%-39.2pp | 418.27%-448.4pp |
| Employer contribution / active EE | $200 | $2,523-92.1% | $1,704-88.3% | $4,741-95.8% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |