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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 | $28,813 | $82,324-65.0% | $68,803-58.1% | $134,545-78.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -29.72% | -2.17%-27.5pp | -6.37%-23.4pp | 418.37%-448.1pp |
| Employer contribution / active EE | $1,737 | $3,302-47.4% | $2,656-34.6% | $4,742-63.4% |
| Participant deferral / active EE | $5,457 | $4,740+15.1% | $3,942+38.4% | $6,401-14.8% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |