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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 | $14,359 | $85,790-83.3% | $67,313-78.7% | $135,379-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.25% | -0.54%-12.7pp | -4.08%-9.2pp | 519.79%-533.0pp |
| Employer contribution / active EE | $5,354 | $3,487+53.5% | $2,566+108.7% | $4,779+12.0% |
| Participant deferral / active EE | $3,550 | $4,651-23.7% | $3,568-0.5% | $5,609-36.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |