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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 | $28,385 | $211,946-86.6% | $169,452-83.2% | $135,380-79.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -14.56% | 3.26%-17.8pp | 1.83%-16.4pp | 519.81%-534.4pp |
| Employer contribution / active EE | $7,499 | $5,117+46.6% | $4,157+80.4% | $4,779+56.9% |
| Participant deferral / active EE | $5,965 | $6,075-1.8% | $5,277+13.0% | $5,609+6.3% |
| Admin fee / account holder | $191 | $11,472-98.3% | $9,110-97.9% | $10,828-98.2% |