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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 | $30,361 | $75,832-60.0% | $147,617-79.4% | $59,633-49.1% |
| Participation rate | 87.5% | 71.6%+15.9pp | 84.6%+2.9pp | 68.7%+18.8pp |
| Annual return | -6.05% | 0.37%-6.4pp | 61.98%-68.0pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $2,123 | $3,485-39.1% | $5,564-61.9% | $2,203-3.6% |
| Participant deferral / active EE | $4,072 | $3,131+30.1% | $4,895-16.8% | $3,192+27.6% |
| Admin fee / account holder | $178 | $5,986-97.0% | $11,612-98.5% | $4,297-95.9% |