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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 | $33,596 | $91,911-63.4% | $68,793-51.2% | $135,382-75.2% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | -11.67% | -8.22%-3.5pp | -4.63%-7.0pp | 519.77%-531.4pp |
| Employer contribution / active EE | $3,172 | $3,924-19.2% | $2,625+20.8% | $4,779-33.6% |
| Participant deferral / active EE | $7,970 | $4,315+84.7% | $3,311+140.7% | $5,609+42.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,829-100.0% |