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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 | $22,357 | $93,117-76.0% | $77,096-71.0% | $134,532-83.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.64% | 62.67%-84.3pp | 42.35%-64.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $5,945 | $3,420+73.8% | $2,814+111.2% | $4,741+25.4% |
| Participant deferral / active EE | $11,974 | $5,241+128.5% | $4,429+170.3% | $6,401+87.1% |
| Admin fee / account holder | $11 | $6,948-99.8% | $5,428-99.8% | $11,429-99.9% |