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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 | $28,132 | $82,678-66.0% | $125,391-77.6% | $68,490-58.9% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -22.70% | -5.97%-16.7pp | 572.41%-595.1pp | -7.85%-14.8pp |
| Employer contribution / active EE | $2,718 | $3,382-19.6% | $4,816-43.6% | $2,597+4.7% |
| Participant deferral / active EE | $5,343 | $6,111-12.6% | $7,448-28.3% | $4,028+32.6% |
| Admin fee / account holder | $192 | $6,277-96.9% | $10,009-98.1% | $5,403-96.4% |