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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 | $52,210 | $158,852-67.1% | $121,220-56.9% | $135,380-61.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.8%+19.1pp | 82.6%+8.3pp |
| Annual return | -9.90% | -0.64%-9.3pp | 16.94%-26.8pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,589 | $5,666-54.3% | $4,023-35.6% | $4,779-45.8% |
| Participant deferral / active EE | $7,106 | $4,006+77.4% | $3,345+112.4% | $5,609+26.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |