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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 | $30,344 | $95,188-68.1% | $76,518-60.3% | $135,379-77.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -24.41% | 4.85%-29.3pp | -0.27%-24.1pp | 519.79%-544.2pp |
| Employer contribution / active EE | $17,485 | $3,303+429.4% | $2,647+560.5% | $4,779+265.9% |
| Participant deferral / active EE | $11,046 | $4,640+138.1% | $3,836+188.0% | $5,609+96.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |