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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 | $23,359 | $95,917-75.6% | $79,583-70.6% | $134,545-82.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -21.16% | -2.70%-18.5pp | 0.16%-21.3pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,912 | $3,129-6.9% | $2,414+20.6% | $4,742-38.6% |
| Participant deferral / active EE | $8,398 | $4,694+78.9% | $3,986+110.7% | $6,401+31.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |