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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 | $22,709 | $138,076-83.6% | $123,553-81.6% | $135,380-83.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -14.37% | 153.70%-168.1pp | 119.21%-133.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $4,298 | $5,152-16.6% | $4,628-7.1% | $4,779-10.1% |
| Participant deferral / active EE | $5,848 | $6,800-14.0% | $6,426-9.0% | $5,609+4.3% |
| Admin fee / account holder | $122 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |