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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 | $32,748 | $106,115-69.1% | $85,969-61.9% | $125,389-73.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -18.37% | 13.93%-32.3pp | 9.32%-27.7pp | 282.24%-300.6pp |
| Employer contribution / active EE | $13,957 | $4,537+207.6% | $3,474+301.7% | $4,866+186.8% |
| Participant deferral / active EE | $7,865 | $4,859+61.9% | $3,829+105.4% | $5,352+47.0% |
| Admin fee / account holder | $132 | $8,144-98.4% | $6,053-97.8% | $9,541-98.6% |