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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 | $14,706 | $54,357-72.9% | $82,706-82.2% | $68,495-78.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -30.52% | -13.67%-16.8pp | 701.76%-732.3pp | -7.84%-22.7pp |
| Employer contribution / active EE | $1,200 | $2,218-45.9% | $3,007-60.1% | $2,596-53.8% |
| Participant deferral / active EE | $3,997 | $3,246+23.1% | $4,394-9.0% | $4,028-0.8% |
| Admin fee / account holder | $193 | $4,396-95.6% | $5,329-96.4% | $5,403-96.4% |