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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 | $23,768 | $99,032-76.0% | $80,022-70.3% | $135,379-82.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -19.34% | 15.39%-34.7pp | 11.22%-30.6pp | 519.79%-539.1pp |
| Employer contribution / active EE | $8,568 | $3,043+181.5% | $2,468+247.2% | $4,779+79.3% |
| Participant deferral / active EE | $21,340 | $4,282+398.4% | $3,686+479.0% | $5,609+280.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |