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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 | $46,371 | $131,835-64.8% | $108,582-57.3% | $273,972-83.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.15% | -91.57%+89.4pp | -51.70%+49.5pp | 41.46%-43.6pp |
| Employer contribution / active EE | $5,985 | $4,913+21.8% | $3,758+59.3% | $4,869+22.9% |
| Participant deferral / active EE | $7,171 | $5,127+39.9% | $4,311+66.4% | $5,287+35.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |