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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 | $51,997 | $97,881-46.9% | $80,004-35.0% | $125,389-58.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 73.0%+15.9pp | 83.2%+5.7pp |
| Annual return | -12.99% | 9.36%-22.3pp | 7.63%-20.6pp | 282.24%-295.2pp |
| Employer contribution / active EE | $6,533 | $3,128+108.9% | $2,473+164.2% | $4,866+34.3% |
| Participant deferral / active EE | $5,231 | $3,744+39.7% | $3,204+63.3% | $5,352-2.3% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |