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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 | $43,539 | $100,792-56.8% | $86,691-49.8% | $134,509-67.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.48% | 29.08%-49.6pp | 35.94%-56.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $4,472 | $3,491+28.1% | $2,837+57.6% | $4,741-5.7% |
| Participant deferral / active EE | $14,022 | $5,339+162.6% | $4,656+201.2% | $6,400+119.1% |
| Admin fee / account holder | $197 | $10,924-98.2% | $7,492-97.4% | $11,427-98.3% |