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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 | $33,425 | $105,867-68.4% | $90,760-63.2% | $134,532-75.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -26.73% | -10.99%-15.7pp | -12.16%-14.6pp | 418.27%-445.0pp |
| Employer contribution / active EE | $8,310 | $3,464+139.9% | $2,922+184.4% | $4,741+75.3% |
| Participant deferral / active EE | $14,583 | $5,217+179.5% | $4,565+219.5% | $6,401+127.8% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |