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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 | $217,349 | $91,536+137.4% | $130,062+67.1% | $75,177+189.1% |
| Participation rate | 88.0% | 71.5%+16.5pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 11.35% | -631.62%+643.0pp | -137.37%+148.7pp | 160.75%-149.4pp |
| Employer contribution / active EE | $1,756 | $2,845-38.3% | $4,322-59.4% | $2,671-34.3% |
| Participant deferral / active EE | $1,909 | $4,343-56.0% | $5,821-67.2% | $4,126-53.7% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |