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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 | $35,813 | $167,362-78.6% | $143,799-75.1% | $134,532-73.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -22.18% | 0.47%-22.7pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,846 | $5,620-49.4% | $4,952-42.5% | $4,741-40.0% |
| Participant deferral / active EE | $13,446 | $6,447+108.6% | $5,638+138.5% | $6,401+110.1% |
| Admin fee / account holder | $110 | $18,094-99.4% | $14,677-99.3% | $11,429-99.0% |