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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 | $33,474 | $92,219-63.7% | $76,768-56.4% | $135,379-75.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -12.41% | 5.46%-17.9pp | 2.43%-14.8pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,107 | $3,216-34.5% | $2,485-15.2% | $4,779-55.9% |
| Participant deferral / active EE | $5,973 | $4,508+32.5% | $3,852+55.1% | $5,609+6.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |