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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 | $61,212 | $142,392-57.0% | $119,622-48.8% | $134,532-54.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.75% | -12.46%-9.3pp | -14.98%-6.8pp | 418.27%-440.0pp |
| Employer contribution / active EE | $9,375 | $5,224+79.5% | $4,232+121.5% | $4,741+97.7% |
| Participant deferral / active EE | $27,000 | $6,467+317.5% | $5,601+382.1% | $6,401+321.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |