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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 | $14,214 | $49,177-71.1% | $79,467-82.1% | $64,173-77.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.25% | -1.16%-8.1pp | 718.30%-727.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $4,430 | $2,076+113.4% | $2,800+58.2% | $2,381+86.1% |
| Participant deferral / active EE | $2,533 | $2,821-10.2% | $3,704-31.6% | $3,470-27.0% |
| Admin fee / account holder | $163 | $3,839-95.8% | $5,104-96.8% | $4,887-96.7% |