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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 | $7,109 | $27,632-74.3% | $61,452-88.4% | $68,486-89.6% |
| Participation rate | 83.3% | 39.5%+43.8pp | 52.6%+30.8pp | 67.9%+15.4pp |
| Annual return | -21.47% | -13.24%-8.2pp | 338.96%-360.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,615 | $696+132.1% | $1,160+39.3% | $2,597-37.8% |
| Participant deferral / active EE | $3,504 | $1,264+177.3% | $2,125+64.9% | $4,028-13.0% |
| Admin fee / account holder | $262 | $2,010-87.0% | $2,131-87.7% | $5,404-95.2% |