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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 | $30,546 | $175,646-82.6% | $129,118-76.3% | $134,532-77.3% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | -20.41% | -11.39%-9.0pp | -10.94%-9.5pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,963 | $6,355-53.4% | $5,051-41.3% | $4,741-37.5% |
| Participant deferral / active EE | $10,746 | $7,970+34.8% | $6,539+64.3% | $6,401+67.9% |
| Admin fee / account holder | $156 | $23,578-99.3% | $14,305-98.9% | $11,429-98.6% |