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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 | $47,509 | $154,193-69.2% | $130,045-63.5% | $139,466-65.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -18.63% | 32.51%-51.1pp | -137.30%+118.7pp | 373.66%-392.3pp |
| Employer contribution / active EE | $3,043 | $5,292-42.5% | $4,321-29.6% | $4,754-36.0% |
| Participant deferral / active EE | $12,643 | $6,709+88.5% | $5,820+117.2% | $6,712+88.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |