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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 | $28,313 | $154,193-81.6% | $130,045-78.2% | $139,466-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.89% | 32.51%-26.6pp | -137.30%+143.2pp | 373.66%-367.8pp |
| Employer contribution / active EE | $2,645 | $5,292-50.0% | $4,321-38.8% | $4,754-44.4% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,820+106.2% | $6,712+78.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |