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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 | $14,652 | $93,124-84.3% | $77,100-81.0% | $134,545-89.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -23.78% | 62.68%-86.5pp | 42.35%-66.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,609 | $3,421-53.0% | $2,815-42.8% | $4,742-66.1% |
| Participant deferral / active EE | $3,378 | $5,242-35.6% | $4,430-23.7% | $6,401-47.2% |
| Admin fee / account holder | $289 | $6,970-95.9% | $5,443-94.7% | $11,431-97.5% |