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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 | $27,495 | $95,979-71.4% | $74,551-63.1% | $135,380-79.7% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -9.45% | 56.97%-66.4pp | 32.53%-42.0pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,395 | $2,716-48.7% | $1,961-28.9% | $4,779-70.8% |
| Participant deferral / active EE | $3,024 | $3,844-21.3% | $3,108-2.7% | $5,609-46.1% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |