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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 | $16,335 | $133,998-87.8% | $112,263-85.4% | $134,545-87.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -29.86% | 47.17%-77.0pp | 27.49%-57.3pp | 418.37%-448.2pp |
| Employer contribution / active EE | $6,150 | $4,040+52.2% | $3,636+69.1% | $4,742+29.7% |
| Participant deferral / active EE | $4,698 | $5,292-11.2% | $4,729-0.7% | $6,401-26.6% |
| Admin fee / account holder | $111 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |