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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 | $37,104 | $167,533-77.9% | $151,645-75.5% | $134,545-72.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -23.85% | 7.81%-31.7pp | 3.34%-27.2pp | 418.37%-442.2pp |
| Employer contribution / active EE | $2,615 | $6,828-61.7% | $6,165-57.6% | $4,742-44.9% |
| Participant deferral / active EE | $6,925 | $8,985-22.9% | $8,363-17.2% | $6,401+8.2% |
| Admin fee / account holder | $217 | $13,781-98.4% | $11,614-98.1% | $11,431-98.1% |