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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 | $51,347 | $95,895-46.5% | $79,576-35.5% | $134,509-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.40% | -2.72%-30.7pp | 0.15%-33.6pp | 418.13%-451.5pp |
| Employer contribution / active EE | $20,002 | $3,128+539.4% | $2,413+728.9% | $4,741+321.9% |
| Participant deferral / active EE | $20,500 | $4,693+336.8% | $3,985+414.4% | $6,400+220.3% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |