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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 | $56,752 | $95,188-40.4% | $76,518-25.8% | $135,379-58.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -10.43% | 4.85%-15.3pp | -0.27%-10.2pp | 519.79%-530.2pp |
| Employer contribution / active EE | $9,535 | $3,303+188.7% | $2,647+260.2% | $4,779+99.5% |
| Participant deferral / active EE | $9,070 | $4,640+95.5% | $3,836+136.5% | $5,609+61.7% |
| Admin fee / account holder | $172 | $6,249-97.2% | $4,849-96.5% | $10,828-98.4% |