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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 | $25,947 | $75,935-65.8% | $60,547-57.1% | $125,389-79.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -9.02% | -5.38%-3.6pp | 335.64%-344.7pp | 282.24%-291.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,070 | $4,506+190.0% | $3,328+292.8% | $5,352+144.2% |
| Admin fee / account holder | $127 | $6,768-98.1% | $4,536-97.2% | $9,541-98.7% |