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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 | $26,209 | $167,533-84.4% | $151,645-82.7% | $134,545-80.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.67% | 7.81%-29.5pp | 3.34%-25.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,725 | $6,828-60.1% | $6,165-55.8% | $4,742-42.5% |
| Participant deferral / active EE | $13,412 | $8,985+49.3% | $8,363+60.4% | $6,401+109.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |