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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 | $27,071 | $100,811-73.1% | $86,698-68.8% | $134,545-79.9% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -21.71% | 29.11%-50.8pp | 35.96%-57.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $7,904 | $3,490+126.5% | $2,837+178.6% | $4,742+66.7% |
| Participant deferral / active EE | $4,611 | $5,339-13.6% | $4,656-1.0% | $6,401-28.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |