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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 | $18,887 | $167,353-88.7% | $143,797-86.9% | $134,545-86.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -24.39% | 0.48%-24.9pp | -0.04%-24.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $4,032 | $5,620-28.3% | $4,952-18.6% | $4,742-15.0% |
| Participant deferral / active EE | $3,767 | $6,447-41.6% | $5,638-33.2% | $6,401-41.2% |
| Admin fee / account holder | $287 | $18,096-98.4% | $14,679-98.0% | $11,431-97.5% |