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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 | $33,114 | $115,810-71.4% | $101,271-67.3% | $158,966-79.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | -17.14% | 56.15%-73.3pp | 46.48%-63.6pp | 302.95%-320.1pp |
| Employer contribution / active EE | $1,680 | $4,175-59.8% | $3,660-54.1% | $4,762-64.7% |
| Participant deferral / active EE | $6,255 | $4,958+26.2% | $4,371+43.1% | $5,983+4.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |