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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 | $247,750 | $100,139+147.4% | $85,187+190.8% | $145,884+69.8% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | -10.15% | 84.15%-94.3pp | 66.67%-76.8pp | 551.85%-562.0pp |
| Employer contribution / active EE | $1,029 | $3,238-68.2% | $2,732-62.3% | $4,662-77.9% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |