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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 | $13,359 | $67,352-80.2% | $60,899-78.1% | $134,509-90.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -39.76% | 49.99%-89.8pp | 16.92%-56.7pp | 418.13%-457.9pp |
| Employer contribution / active EE | $2,694 | $3,098-13.0% | $2,702-0.3% | $4,741-43.2% |
| Participant deferral / active EE | $10,304 | $4,539+127.0% | $3,817+169.9% | $6,400+61.0% |
| Admin fee / account holder | $64 | $4,585-98.6% | $3,225-98.0% | $11,427-99.4% |