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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 | $32,925 | $84,518-61.0% | $67,704-51.4% | $125,389-73.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | -16.95% | 2.57%-19.5pp | 25.41%-42.4pp | 282.24%-299.2pp |
| Employer contribution / active EE | $3,945 | $3,292+19.8% | $2,559+54.1% | $4,866-18.9% |
| Participant deferral / active EE | $9,553 | $4,430+115.6% | $3,585+166.4% | $5,352+78.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |