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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 | $42,307 | $158,852-73.4% | $121,220-65.1% | $135,379-68.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.8%+17.1pp | 82.6%+6.2pp |
| Annual return | -10.24% | -0.64%-9.6pp | 16.94%-27.2pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,393 | $5,666-75.4% | $4,023-65.4% | $4,779-70.9% |
| Participant deferral / active EE | $6,480 | $4,006+61.8% | $3,345+93.7% | $5,609+15.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |