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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 | $30,125 | $133,981-77.5% | $112,249-73.2% | $134,532-77.6% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.17% | 47.16%-68.3pp | 27.48%-48.7pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,583 | $4,040-60.8% | $3,636-56.5% | $4,741-66.6% |
| Participant deferral / active EE | $7,010 | $5,292+32.5% | $4,729+48.2% | $6,401+9.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |