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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 | $54,226 | $92,219-41.2% | $76,767-29.4% | $135,380-59.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -9.40% | 5.46%-14.9pp | 2.43%-11.8pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,804 | $3,216-12.8% | $2,485+12.8% | $4,779-41.3% |
| Participant deferral / active EE | $5,621 | $4,508+24.7% | $3,852+45.9% | $5,609+0.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |