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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 | $4,424 | $27,639-84.0% | $61,501-92.8% | $68,490-93.5% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -23.95% | -13.19%-10.8pp | 339.04%-363.0pp | -7.85%-16.1pp |
| Employer contribution / active EE | $3,784 | $696+443.7% | $1,160+226.3% | $2,597+45.7% |
| Participant deferral / active EE | $1,363 | $1,264+7.9% | $2,125-35.8% | $4,028-66.2% |
| Admin fee / account holder | $266 | $2,012-86.8% | $2,132-87.5% | $5,403-95.1% |