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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 | $20,574 | $167,353-87.7% | $143,797-85.7% | $134,545-84.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -24.35% | 0.48%-24.8pp | -0.04%-24.3pp | 418.37%-442.7pp |
| Employer contribution / active EE | $2,663 | $5,620-52.6% | $4,952-46.2% | $4,742-43.8% |
| Participant deferral / active EE | $7,331 | $6,447+13.7% | $5,638+30.0% | $6,401+14.5% |
| Admin fee / account holder | $217 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |