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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 | $27,770 | $105,867-73.8% | $90,760-69.4% | $134,532-79.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -34.09% | -10.99%-23.1pp | -12.16%-21.9pp | 418.27%-452.4pp |
| Employer contribution / active EE | $25,734 | $3,464+643.0% | $2,922+780.8% | $4,741+442.8% |
| Participant deferral / active EE | $8,295 | $5,217+59.0% | $4,565+81.7% | $6,401+29.6% |
| Admin fee / account holder | $144 | $13,936-99.0% | $8,444-98.3% | $11,429-98.7% |