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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 | $94,983 | $168,635-43.7% | $147,617-35.7% | $125,389-24.2% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -5.01% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,725 | $6,252-72.4% | $5,564-69.0% | $4,866-64.6% |
| Participant deferral / active EE | $6,342 | $5,507+15.2% | $4,895+29.6% | $5,352+18.5% |
| Admin fee / account holder | $78 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |