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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 | $95,917-46.5% | $79,583-35.5% | $134,545-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.40% | -2.70%-30.7pp | 0.16%-33.6pp | 418.37%-451.8pp |
| Employer contribution / active EE | $20,002 | $3,129+539.2% | $2,414+728.7% | $4,742+321.8% |
| Participant deferral / active EE | $20,500 | $4,694+336.7% | $3,986+414.3% | $6,401+220.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |