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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 | $21,906 | $142,392-84.6% | $119,622-81.7% | $134,532-83.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -21.91% | -12.46%-9.5pp | -14.98%-6.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $2,642 | $5,224-49.4% | $4,232-37.6% | $4,741-44.3% |
| Participant deferral / active EE | $8,212 | $6,467+27.0% | $5,601+46.6% | $6,401+28.3% |
| Admin fee / account holder | $77 | $13,593-99.4% | $10,328-99.3% | $11,429-99.3% |