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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 | $21,956 | $92,219-76.2% | $76,767-71.4% | $135,380-83.8% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -25.72% | 5.46%-31.2pp | 2.43%-28.2pp | 519.81%-545.5pp |
| Employer contribution / active EE | $5,944 | $3,216+84.8% | $2,485+139.2% | $4,779+24.4% |
| Participant deferral / active EE | $4,880 | $4,508+8.3% | $3,852+26.7% | $5,609-13.0% |
| Admin fee / account holder | $289 | $10,749-97.3% | $6,675-95.7% | $10,828-97.3% |