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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 | $47,299 | $167,362-71.7% | $143,799-67.1% | $134,532-64.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -25.52% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $1,424 | $5,620-74.7% | $4,952-71.2% | $4,741-70.0% |
| Participant deferral / active EE | $2,440 | $6,447-62.2% | $5,638-56.7% | $6,401-61.9% |
| Admin fee / account holder | $1 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |