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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 | $24,541 | $77,817-68.5% | $123,553-80.1% | $64,173-61.8% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -9.30% | 12.49%-21.8pp | 119.21%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,847 | $3,014-5.5% | $4,628-38.5% | $2,381+19.6% |
| Participant deferral / active EE | $5,994 | $5,240+14.4% | $6,426-6.7% | $3,470+72.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |