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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 | $23,778 | $107,809-77.9% | $90,657-73.8% | $135,379-82.4% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | -17.08% | -0.90%-16.2pp | 1.89%-19.0pp | 519.79%-536.9pp |
| Employer contribution / active EE | $2,016 | $3,018-33.2% | $2,532-20.4% | $4,779-57.8% |
| Participant deferral / active EE | $10,638 | $3,872+174.8% | $3,424+210.7% | $5,609+89.7% |
| Admin fee / account holder | $133 | $5,931-97.8% | $4,994-97.3% | $10,828-98.8% |