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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 | $31,680 | $138,075-77.1% | $123,552-74.4% | $135,379-76.6% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -10.01% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $3,581 | $5,152-30.5% | $4,628-22.6% | $4,779-25.1% |
| Participant deferral / active EE | $6,267 | $6,800-7.8% | $6,426-2.5% | $5,609+11.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |