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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 | $22,267 | $133,981-83.4% | $112,249-80.2% | $134,532-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.14% | 47.16%-73.3pp | 27.48%-53.6pp | 418.27%-444.4pp |
| Employer contribution / active EE | $2,916 | $4,040-27.8% | $3,636-19.8% | $4,741-38.5% |
| Participant deferral / active EE | $9,820 | $5,292+85.6% | $4,729+107.7% | $6,401+53.4% |
| Admin fee / account holder | $251 | $7,492-96.7% | $6,412-96.1% | $11,429-97.8% |