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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 | $31,972 | $133,981-76.1% | $112,249-71.5% | $134,532-76.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.61% | 47.16%-67.8pp | 27.48%-48.1pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,963 | $4,040-51.4% | $3,636-46.0% | $4,741-58.6% |
| Participant deferral / active EE | $8,139 | $5,292+53.8% | $4,729+72.1% | $6,401+27.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |