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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 | $12,632 | $133,998-90.6% | $112,263-88.7% | $134,545-90.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -26.35% | 47.17%-73.5pp | 27.49%-53.8pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,295 | $4,040-43.2% | $3,636-36.9% | $4,742-51.6% |
| Participant deferral / active EE | $5,391 | $5,292+1.9% | $4,729+14.0% | $6,401-15.8% |
| Admin fee / account holder | $123 | $7,493-98.4% | $6,410-98.1% | $11,431-98.9% |