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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 | $35,382 | $165,399-78.6% | $149,745-76.4% | $158,982-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -25.39% | 348.34%-373.7pp | 276.72%-302.1pp | 302.99%-328.4pp |
| Employer contribution / active EE | $2,932 | $5,105-42.6% | $4,646-36.9% | $4,763-38.4% |
| Participant deferral / active EE | $10,119 | $7,183+40.9% | $6,843+47.9% | $5,983+69.1% |
| Admin fee / account holder | $226 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |