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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 | $62,930 | $117,846-46.6% | $102,434-38.6% | $145,884-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.96% | 31.90%-36.9pp | 29.46%-34.4pp | 551.85%-556.8pp |
| Employer contribution / active EE | $4,933 | $3,615+36.5% | $3,023+63.2% | $4,662+5.8% |
| Participant deferral / active EE | $21,218 | $5,733+270.1% | $5,055+319.7% | $6,690+217.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |