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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 | $15,570 | $134,001-88.4% | $112,258-86.1% | $134,509-88.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -32.86% | 47.15%-80.0pp | 27.47%-60.3pp | 418.13%-451.0pp |
| Employer contribution / active EE | $2,181 | $4,039-46.0% | $3,636-40.0% | $4,741-54.0% |
| Participant deferral / active EE | $12,495 | $5,291+136.1% | $4,728+164.2% | $6,400+95.2% |
| Admin fee / account holder | $66 | $7,491-99.1% | $6,411-99.0% | $11,427-99.4% |