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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 | $20,604 | $93,124-77.9% | $77,100-73.3% | $134,545-84.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -21.83% | 62.68%-84.5pp | 42.35%-64.2pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,775 | $3,421-48.1% | $2,815-36.9% | $4,742-62.6% |
| Participant deferral / active EE | $1,912 | $5,242-63.5% | $4,430-56.8% | $6,401-70.1% |
| Admin fee / account holder | $170 | $6,970-97.6% | $5,443-96.9% | $11,431-98.5% |