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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 | $21,278 | $92,219-76.9% | $76,768-72.3% | $135,379-84.3% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -9.39% | 5.46%-14.9pp | 2.43%-11.8pp | 519.79%-529.2pp |
| Employer contribution / active EE | $3,317 | $3,216+3.1% | $2,485+33.5% | $4,779-30.6% |
| Participant deferral / active EE | $2,862 | $4,508-36.5% | $3,852-25.7% | $5,609-49.0% |
| Admin fee / account holder | $200 | $10,749-98.1% | $6,675-97.0% | $10,828-98.2% |