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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 | $18,334 | $134,001-86.3% | $112,258-83.7% | $134,509-86.4% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-4.0pp |
| Annual return | -21.08% | 47.15%-68.2pp | 27.47%-48.6pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,384 | $4,039-41.0% | $3,636-34.4% | $4,741-49.7% |
| Participant deferral / active EE | $7,612 | $5,291+43.9% | $4,728+61.0% | $6,400+18.9% |
| Admin fee / account holder | $244 | $7,491-96.7% | $6,411-96.2% | $11,427-97.9% |