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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 | $29,465 | $117,777-75.0% | $71,778-58.9% | $134,545-78.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -34.94% | 25.46%-60.4pp | 9.15%-44.1pp | 418.37%-453.3pp |
| Employer contribution / active EE | $9,800 | $2,525+288.1% | $1,704+475.0% | $4,742+106.7% |
| Participant deferral / active EE | $12,427 | $3,756+230.9% | $2,656+367.8% | $6,401+94.1% |
| Admin fee / account holder | $18 | $6,379-99.7% | $3,974-99.6% | $11,431-99.8% |