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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 | $30,404 | $105,861-71.3% | $90,756-66.5% | $134,509-77.4% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -22.07% | -10.99%-11.1pp | -12.16%-9.9pp | 418.13%-440.2pp |
| Employer contribution / active EE | $7,917 | $3,463+128.6% | $2,922+171.0% | $4,741+67.0% |
| Participant deferral / active EE | $15,757 | $5,217+202.0% | $4,565+245.2% | $6,400+146.2% |
| Admin fee / account holder | $134 | $13,938-99.0% | $8,445-98.4% | $11,427-98.8% |