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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 | $26,619 | $133,998-80.1% | $112,263-76.3% | $134,545-80.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -26.72% | 47.17%-73.9pp | 27.49%-54.2pp | 418.37%-445.1pp |
| Employer contribution / active EE | $8,781 | $4,040+117.3% | $3,636+141.5% | $4,742+85.2% |
| Participant deferral / active EE | $9,350 | $5,292+76.7% | $4,729+97.7% | $6,401+46.1% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |