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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 | $17,746 | $95,193-81.4% | $76,523-76.8% | $135,382-86.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | -15.33% | 4.85%-20.2pp | -0.27%-15.1pp | 519.77%-535.1pp |
| Employer contribution / active EE | $1,822 | $3,302-44.8% | $2,647-31.2% | $4,779-61.9% |
| Participant deferral / active EE | $8,931 | $4,639+92.5% | $3,835+132.9% | $5,609+59.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |