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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 | $31,537 | $129,959-75.7% | $104,301-69.8% | $134,509-76.6% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -21.11% | 42.04%-63.2pp | 24.61%-45.7pp | 418.13%-439.2pp |
| Employer contribution / active EE | $7,637 | $4,185+82.5% | $3,373+126.4% | $4,741+61.1% |
| Participant deferral / active EE | $5,549 | $5,589-0.7% | $4,626+20.0% | $6,400-13.3% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |