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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 | $54,766 | $131,835-58.5% | $108,582-49.6% | $273,972-80.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | -11.64% | -91.57%+79.9pp | -51.70%+40.1pp | 41.46%-53.1pp |
| Employer contribution / active EE | $1,790 | $4,913-63.6% | $3,758-52.4% | $4,869-63.2% |
| Participant deferral / active EE | $2,448 | $5,127-52.3% | $4,311-43.2% | $5,287-53.7% |
| Admin fee / account holder | $85 | $10,253-99.2% | $7,645-98.9% | $10,133-99.2% |