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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 | $25,837 | $160,040-83.9% | $147,096-82.4% | $145,877-82.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | -6.79% | 98.49%-105.3pp | 419.75%-426.5pp | 551.28%-558.1pp |
| Employer contribution / active EE | $4,522 | $5,289-14.5% | $4,936-8.4% | $4,663-3.0% |
| Participant deferral / active EE | $4,514 | $8,429-46.4% | $8,071-44.1% | $6,691-32.5% |
| Admin fee / account holder | $87 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |