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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 | $20,991 | $67,214-68.8% | $61,491-65.9% | $134,532-84.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.54% | -12.08%-9.5pp | -12.98%-8.6pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,433 | $4,974-51.1% | $4,246-42.7% | $4,741-48.7% |
| Participant deferral / active EE | $5,096 | $6,103-16.5% | $5,188-1.8% | $6,401-20.4% |
| Admin fee / account holder | $20 | $4,610-99.6% | $4,312-99.5% | $11,429-99.8% |