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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 | $31,804 | $75,935-58.1% | $60,547-47.5% | $125,389-74.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.75% | -5.38%+0.6pp | 335.64%-340.4pp | 282.24%-287.0pp |
| Employer contribution / active EE | $11,207 | $3,438+226.0% | $2,419+363.2% | $4,866+130.3% |
| Participant deferral / active EE | $6,633 | $4,506+47.2% | $3,328+99.3% | $5,352+23.9% |
| Admin fee / account holder | $30 | $6,768-99.6% | $4,536-99.3% | $9,541-99.7% |