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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 | $15,424 | $95,188-83.8% | $76,518-79.8% | $135,380-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -15.09% | 4.85%-19.9pp | -0.27%-14.8pp | 519.81%-534.9pp |
| Employer contribution / active EE | $3,098 | $3,303-6.2% | $2,647+17.0% | $4,779-35.2% |
| Participant deferral / active EE | $6,534 | $4,640+40.8% | $3,836+70.3% | $5,609+16.5% |
| Admin fee / account holder | $176 | $6,249-97.2% | $4,849-96.4% | $10,828-98.4% |