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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 | $41,125 | $92,219-55.4% | $76,768-46.4% | $135,379-69.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -15.17% | 5.46%-20.6pp | 2.43%-17.6pp | 519.79%-535.0pp |
| Employer contribution / active EE | $4,596 | $3,216+42.9% | $2,485+84.9% | $4,779-3.8% |
| Participant deferral / active EE | $14,400 | $4,508+219.4% | $3,852+273.9% | $5,609+156.7% |
| Admin fee / account holder | $22 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |