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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 | $30,580 | $78,694-61.1% | $67,653-54.8% | $125,388-75.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.63% | 9.46%-13.1pp | 6625.22%-6628.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,705 | $3,044-44.0% | $2,266-24.7% | $4,866-65.0% |
| Participant deferral / active EE | $3,255 | $4,292-24.2% | $3,560-8.6% | $5,352-39.2% |
| Admin fee / account holder | $80 | $7,403-98.9% | $4,821-98.3% | $9,541-99.2% |