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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 | $24,612 | $100,792-75.6% | $86,691-71.6% | $134,509-81.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -60.31% | 29.08%-89.4pp | 35.94%-96.2pp | 418.13%-478.4pp |
| Employer contribution / active EE | $2,766 | $3,491-20.8% | $2,837-2.5% | $4,741-41.7% |
| Participant deferral / active EE | $12,244 | $5,339+129.3% | $4,656+163.0% | $6,400+91.3% |
| Admin fee / account holder | $134 | $10,924-98.8% | $7,492-98.2% | $11,427-98.8% |