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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 | $13,058 | $95,917-86.4% | $79,583-83.6% | $134,545-90.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -24.81% | -2.70%-22.1pp | 0.16%-25.0pp | 418.37%-443.2pp |
| Employer contribution / active EE | $7,821 | $3,129+150.0% | $2,414+224.0% | $4,742+65.0% |
| Participant deferral / active EE | $1,624 | $4,694-65.4% | $3,986-59.3% | $6,401-74.6% |
| Admin fee / account holder | $262 | $9,132-97.1% | $6,835-96.2% | $11,431-97.7% |