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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 | $23,356 | $93,117-74.9% | $77,096-69.7% | $134,532-82.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -24.50% | 62.67%-87.2pp | 42.35%-66.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,808 | $3,420-47.1% | $2,814-35.8% | $4,741-61.9% |
| Participant deferral / active EE | $8,382 | $5,241+59.9% | $4,429+89.2% | $6,401+30.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |