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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 | $19,034 | $57,352-66.8% | $83,830-77.3% | $64,173-70.3% |
| Participation rate | 72.7% | 68.6%+4.1pp | 76.1%-3.4pp | 69.6%+3.2pp |
| Annual return | -12.67% | 11.38%-24.1pp | 850.97%-863.6pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,917 | $2,546-24.7% | $3,631-47.2% | $2,381-19.5% |
| Participant deferral / active EE | $3,156 | $2,993+5.4% | $4,082-22.7% | $3,470-9.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |