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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 | $8,411 | $100,004-91.6% | $81,438-89.7% | $145,959-94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -5.53% | 34.34%-39.9pp | 24.74%-30.3pp | 561.95%-567.5pp |
| Employer contribution / active EE | $1,345 | $2,970-54.7% | $2,460-45.3% | $4,661-71.1% |
| Participant deferral / active EE | $1,181 | $4,603-74.3% | $3,883-69.6% | $6,689-82.3% |
| Admin fee / account holder | $20 | $8,202-99.8% | $5,764-99.7% | $13,398-99.9% |