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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 | $26,007 | $85,790-69.7% | $67,313-61.4% | $135,380-80.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -15.90% | -0.54%-15.4pp | -4.08%-11.8pp | 519.81%-535.7pp |
| Employer contribution / active EE | $3,860 | $3,487+10.7% | $2,566+50.4% | $4,779-19.2% |
| Participant deferral / active EE | $6,177 | $4,651+32.8% | $3,568+73.1% | $5,609+10.1% |
| Admin fee / account holder | $53 | $6,392-99.2% | $4,507-98.8% | $10,828-99.5% |