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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 | $50,770 | $100,811-49.6% | $86,698-41.4% | $134,545-62.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -28.73% | 29.11%-57.8pp | 35.96%-64.7pp | 418.37%-447.1pp |
| Employer contribution / active EE | $3,572 | $3,490+2.3% | $2,837+25.9% | $4,742-24.7% |
| Participant deferral / active EE | $6,186 | $5,339+15.9% | $4,656+32.8% | $6,401-3.4% |
| Admin fee / account holder | $97 | $10,926-99.1% | $7,492-98.7% | $11,431-99.2% |