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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 | $21,160 | $133,981-84.2% | $112,249-81.1% | $134,532-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.69% | 47.16%-77.9pp | 27.48%-58.2pp | 418.27%-449.0pp |
| Employer contribution / active EE | $2,740 | $4,040-32.2% | $3,636-24.6% | $4,741-42.2% |
| Participant deferral / active EE | $4,937 | $5,292-6.7% | $4,729+4.4% | $6,401-22.9% |
| Admin fee / account holder | $206 | $7,492-97.2% | $6,412-96.8% | $11,429-98.2% |