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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 | $21,535 | $86,701-75.2% | $73,309-70.6% | $125,389-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -12.79% | 2.78%-15.6pp | 5.67%-18.5pp | 282.24%-295.0pp |
| Employer contribution / active EE | $3,327 | $4,152-19.9% | $3,237+2.8% | $4,866-31.6% |
| Participant deferral / active EE | $8,562 | $5,549+54.3% | $4,991+71.6% | $5,352+60.0% |
| Admin fee / account holder | $289 | $7,768-96.3% | $5,635-94.9% | $9,541-97.0% |