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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 | $30,390 | $92,219-67.0% | $76,766-60.4% | $135,382-77.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -12.07% | 5.46%-17.5pp | 2.43%-14.5pp | 519.77%-531.8pp |
| Employer contribution / active EE | $4,656 | $3,216+44.8% | $2,485+87.4% | $4,779-2.6% |
| Participant deferral / active EE | $8,729 | $4,508+93.6% | $3,851+126.7% | $5,609+55.6% |
| Admin fee / account holder | $277 | $10,749-97.4% | $6,675-95.9% | $10,829-97.4% |