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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 | $58,965 | $142,361-58.6% | $119,608-50.7% | $134,509-56.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -20.27% | -12.46%-7.8pp | -14.98%-5.3pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,373 | $5,224-54.6% | $4,232-43.9% | $4,741-49.9% |
| Participant deferral / active EE | $3,308 | $6,468-48.9% | $5,601-40.9% | $6,400-48.3% |
| Admin fee / account holder | $258 | $13,588-98.1% | $10,326-97.5% | $11,427-97.7% |