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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 | $50,685 | $78,694-35.6% | $67,653-25.1% | $125,388-59.6% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -6.86% | 9.46%-16.3pp | 6625.22%-6632.1pp | 282.24%-289.1pp |
| Employer contribution / active EE | $1,188 | $3,044-61.0% | $2,266-47.6% | $4,866-75.6% |
| Participant deferral / active EE | $7,560 | $4,292+76.1% | $3,560+112.4% | $5,352+41.3% |
| Admin fee / account holder | $267 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |