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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 | $25,742 | $167,533-84.6% | $151,645-83.0% | $134,545-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.14% | 7.81%-46.0pp | 3.34%-41.5pp | 418.37%-456.5pp |
| Employer contribution / active EE | $17,044 | $6,828+149.6% | $6,165+176.5% | $4,742+259.5% |
| Participant deferral / active EE | $8,440 | $8,985-6.1% | $8,363+0.9% | $6,401+31.8% |
| Admin fee / account holder | $212 | $13,781-98.5% | $11,614-98.2% | $11,431-98.1% |