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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 | $25,301 | $138,076-81.7% | $123,553-79.5% | $135,380-81.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -23.76% | 153.70%-177.5pp | 119.21%-143.0pp | 519.81%-543.6pp |
| Employer contribution / active EE | $3,714 | $5,152-27.9% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $9,604 | $6,800+41.2% | $6,426+49.5% | $5,609+71.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |