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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 | $33,875 | $105,866-68.0% | $90,766-62.7% | $134,545-74.8% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -24.38% | -10.99%-13.4pp | -12.16%-12.2pp | 418.37%-442.8pp |
| Employer contribution / active EE | $5,308 | $3,464+53.3% | $2,922+81.7% | $4,742+12.0% |
| Participant deferral / active EE | $2,946 | $5,217-43.5% | $4,565-35.5% | $6,401-54.0% |
| Admin fee / account holder | $37 | $13,938-99.7% | $8,446-99.6% | $11,431-99.7% |