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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 | $14,114 | $49,177-71.3% | $79,467-82.2% | $64,173-78.0% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -9.11% | -1.16%-7.9pp | 718.30%-727.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,945 | $2,076-6.3% | $2,800-30.5% | $2,381-18.3% |
| Participant deferral / active EE | $4,297 | $2,821+52.3% | $3,704+16.0% | $3,470+23.8% |
| Admin fee / account holder | $90 | $3,839-97.7% | $5,104-98.2% | $4,887-98.2% |