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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 | $36,363 | $97,020-62.5% | $83,322-56.4% | $135,379-73.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -14.58% | 12.31%-26.9pp | 10.64%-25.2pp | 519.79%-534.4pp |
| Employer contribution / active EE | $4,237 | $4,144+2.3% | $3,379+25.4% | $4,779-11.3% |
| Participant deferral / active EE | $11,807 | $5,964+98.0% | $5,565+112.2% | $5,609+110.5% |
| Admin fee / account holder | $72 | $8,426-99.2% | $7,540-99.1% | $10,828-99.3% |