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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 | $75,228 | $100,805-25.4% | $86,698-13.2% | $134,532-44.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -37.37% | 29.09%-66.5pp | 35.95%-73.3pp | 418.27%-455.6pp |
| Employer contribution / active EE | $39,159 | $3,490+1022.0% | $2,837+1280.4% | $4,741+726.0% |
| Participant deferral / active EE | $22,344 | $5,339+318.5% | $4,656+379.9% | $6,401+249.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |