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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 | $13,564 | $95,915-85.9% | $79,580-83.0% | $134,532-89.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -30.86% | -2.71%-28.2pp | 0.15%-31.0pp | 418.27%-449.1pp |
| Employer contribution / active EE | $2,080 | $3,129-33.5% | $2,413-13.8% | $4,741-56.1% |
| Participant deferral / active EE | $6,240 | $4,693+32.9% | $3,985+56.6% | $6,401-2.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |