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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 | $10,869 | $93,098-88.3% | $77,081-85.9% | $134,509-91.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -21.60% | 62.63%-84.2pp | 42.33%-63.9pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,369 | $3,419-60.0% | $2,813-51.4% | $4,741-71.1% |
| Participant deferral / active EE | $2,602 | $5,239-50.3% | $4,428-41.2% | $6,400-59.3% |
| Admin fee / account holder | $40 | $6,945-99.4% | $5,427-99.3% | $11,427-99.7% |