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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 | $61,893 | $95,915-35.5% | $79,580-22.2% | $134,532-54.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -24.94% | -2.71%-22.2pp | 0.15%-25.1pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,452 | $3,129-53.6% | $2,413-39.9% | $4,741-69.4% |
| Participant deferral / active EE | $7,615 | $4,693+62.2% | $3,985+91.1% | $6,401+19.0% |
| Admin fee / account holder | $70 | $9,132-99.2% | $6,835-99.0% | $11,429-99.4% |