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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 | $36,931 | $69,541-46.9% | $59,899-38.3% | $135,380-72.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | -14.86% | 7.95%-22.8pp | 3.46%-18.3pp | 519.81%-534.7pp |
| Employer contribution / active EE | $8,572 | $3,236+164.9% | $2,723+214.8% | $4,779+79.4% |
| Participant deferral / active EE | $6,399 | $4,206+52.1% | $3,402+88.1% | $5,609+14.1% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |