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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 | $32,868 | $142,409-76.9% | $119,634-72.5% | $134,545-75.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.18% | -12.46%-9.7pp | -14.98%-7.2pp | 418.37%-440.5pp |
| Employer contribution / active EE | $7,140 | $5,224+36.7% | $4,232+68.7% | $4,742+50.6% |
| Participant deferral / active EE | $14,636 | $6,468+126.3% | $5,601+161.3% | $6,401+128.6% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |