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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 | $72,740 | $81,643-10.9% | $70,462+3.2% | $158,950-54.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -1.13% | 208.51%-209.6pp | 109.08%-110.2pp | 302.91%-304.0pp |
| Employer contribution / active EE | $1,421 | $3,218-55.8% | $2,737-48.1% | $4,762-70.2% |
| Participant deferral / active EE | $7,951 | $4,555+74.6% | $3,710+114.3% | $5,983+32.9% |
| Admin fee / account holder | $285 | $6,194-95.4% | $3,845-92.6% | $11,248-97.5% |