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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 | $31,758 | $133,998-76.3% | $112,263-71.7% | $134,545-76.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -21.00% | 47.17%-68.2pp | 27.49%-48.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $3,528 | $4,040-12.7% | $3,636-3.0% | $4,742-25.6% |
| Participant deferral / active EE | $5,964 | $5,292+12.7% | $4,729+26.1% | $6,401-6.8% |
| Admin fee / account holder | $257 | $7,493-96.6% | $6,410-96.0% | $11,431-97.8% |