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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 | $39,997 | $92,219-56.6% | $76,768-47.9% | $135,379-70.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.84% | 5.46%-14.3pp | 2.43%-11.3pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,328 | $3,216-58.7% | $2,485-46.6% | $4,779-72.2% |
| Participant deferral / active EE | $6,761 | $4,508+50.0% | $3,852+75.5% | $5,609+20.5% |
| Admin fee / account holder | $1 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |