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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 | $248,832 | $167,353+48.7% | $143,797+73.0% | $134,545+84.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -35.90% | 0.48%-36.4pp | -0.04%-35.9pp | 418.37%-454.3pp |
| Employer contribution / active EE | $2,058 | $5,620-63.4% | $4,952-58.4% | $4,742-56.6% |
| Participant deferral / active EE | $5,486 | $6,447-14.9% | $5,638-2.7% | $6,401-14.3% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |