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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 | $20,096 | $133,998-85.0% | $112,263-82.1% | $134,545-85.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -36.26% | 47.17%-83.4pp | 27.49%-63.7pp | 418.37%-454.6pp |
| Employer contribution / active EE | $9,012 | $4,040+123.1% | $3,636+147.9% | $4,742+90.1% |
| Participant deferral / active EE | $6,477 | $5,292+22.4% | $4,729+37.0% | $6,401+1.2% |
| Admin fee / account holder | $123 | $7,493-98.4% | $6,410-98.1% | $11,431-98.9% |