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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 | $58,501 | $115,780-49.5% | $101,255-42.2% | $158,931-63.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -15.53% | 56.14%-71.7pp | 46.48%-62.0pp | 302.86%-318.4pp |
| Employer contribution / active EE | $8,443 | $4,175+102.2% | $3,660+130.7% | $4,761+77.3% |
| Participant deferral / active EE | $3,182 | $4,958-35.8% | $4,370-27.2% | $5,982-46.8% |
| Admin fee / account holder | $27 | $7,246-99.6% | $5,946-99.5% | $11,247-99.8% |