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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 | $28,119 | $49,177-42.8% | $79,466-64.6% | $64,173-56.2% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.5pp |
| Annual return | -13.36% | -1.16%-12.2pp | 718.28%-731.6pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,517 | $2,076-26.9% | $2,800-45.8% | $2,381-36.3% |
| Participant deferral / active EE | $2,025 | $2,821-28.2% | $3,704-45.3% | $3,470-41.6% |
| Admin fee / account holder | $146 | $3,839-96.2% | $5,104-97.1% | $4,887-97.0% |