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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 | $44,379 | $167,353-73.5% | $143,797-69.1% | $134,545-67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -48.78% | 0.48%-49.3pp | -0.04%-48.7pp | 418.37%-467.2pp |
| Employer contribution / active EE | $16,875 | $5,620+200.2% | $4,952+240.7% | $4,742+255.9% |
| Participant deferral / active EE | $20,775 | $6,447+222.2% | $5,638+268.5% | $6,401+224.5% |
| Admin fee / account holder | $148 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |