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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 | $31,019 | $167,522-81.5% | $151,639-79.5% | $134,532-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.79% | 7.81%-36.6pp | 3.34%-32.1pp | 418.27%-447.1pp |
| Employer contribution / active EE | $9,815 | $6,828+43.7% | $6,165+59.2% | $4,741+107.0% |
| Participant deferral / active EE | $11,308 | $8,986+25.8% | $8,363+35.2% | $6,401+76.7% |
| Admin fee / account holder | $91 | $13,780-99.3% | $11,613-99.2% | $11,429-99.2% |