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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 | $27,929 | $167,353-83.3% | $143,797-80.6% | $134,545-79.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.92% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $4,588 | $5,620-18.4% | $4,952-7.3% | $4,742-3.2% |
| Participant deferral / active EE | $5,826 | $6,447-9.6% | $5,638+3.3% | $6,401-9.0% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |