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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 | $90,307 | $211,946-57.4% | $169,452-46.7% | $135,380-33.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.85% | 3.26%-13.1pp | 1.83%-11.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $3,586 | $5,117-29.9% | $4,157-13.7% | $4,779-25.0% |
| Participant deferral / active EE | $16,638 | $6,075+173.8% | $5,277+215.3% | $5,609+196.6% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |