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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 | $33,600 | $211,946-84.1% | $169,452-80.2% | $135,382-75.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.00% | 3.26%-17.3pp | 1.83%-15.8pp | 519.77%-533.8pp |
| Employer contribution / active EE | $2,813 | $5,117-45.0% | $4,157-32.3% | $4,779-41.1% |
| Participant deferral / active EE | $13,750 | $6,075+126.3% | $5,277+160.6% | $5,609+145.1% |
| Admin fee / account holder | $174 | $11,472-98.5% | $9,110-98.1% | $10,829-98.4% |