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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 | $57,878 | $72,404-20.1% | $110,243-47.5% | $64,173-9.8% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | -10.66% | -6.29%-4.4pp | 314.76%-325.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,840 | $2,282+24.5% | $3,827-25.8% | $2,381+19.3% |
| Participant deferral / active EE | $8,286 | $3,469+138.8% | $4,672+77.3% | $3,470+138.8% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |