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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 | $18,647 | $85,171-78.1% | $172,752-89.2% | $72,975-74.4% |
| Participation rate | 81.3% | 70.1%+11.3pp | 82.6%-1.3pp | 69.5%+11.8pp |
| Annual return | -0.41% | 27.32%-27.7pp | 802.97%-803.4pp | 81.01%-81.4pp |
| Employer contribution / active EE | $1,220 | $3,324-63.3% | $5,144-76.3% | $2,440-50.0% |
| Participant deferral / active EE | $2,133 | $3,260-34.6% | $5,198-59.0% | $3,608-40.9% |
| Admin fee / account holder | $256 | $5,880-95.7% | $13,955-98.2% | $5,124-95.0% |