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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 | $32,313 | $84,518-61.8% | $67,704-52.3% | $125,389-74.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -9.61% | 2.57%-12.2pp | 25.41%-35.0pp | 282.24%-291.9pp |
| Employer contribution / active EE | $19,493 | $3,292+492.1% | $2,559+661.6% | $4,866+300.6% |
| Participant deferral / active EE | $10,104 | $4,430+128.1% | $3,585+181.8% | $5,352+88.8% |
| Admin fee / account holder | $180 | $5,340-96.6% | $4,255-95.8% | $9,541-98.1% |