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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 | $34,246 | $100,805-66.0% | $86,698-60.5% | $134,532-74.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -28.09% | 29.09%-57.2pp | 35.95%-64.0pp | 418.27%-446.4pp |
| Employer contribution / active EE | $4,257 | $3,490+22.0% | $2,837+50.1% | $4,741-10.2% |
| Participant deferral / active EE | $16,648 | $5,339+211.8% | $4,656+257.5% | $6,401+160.1% |
| Admin fee / account holder | $121 | $10,925-98.9% | $7,493-98.4% | $11,429-98.9% |