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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 | $225,532 | $113,941+97.9% | $94,229+139.3% | $125,389+79.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.88% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,678 | $4,727-64.5% | $3,587-53.2% | $4,866-65.5% |
| Participant deferral / active EE | $6,598 | $5,179+27.4% | $4,320+52.7% | $5,352+23.3% |
| Admin fee / account holder | $8 | $8,392-99.9% | $6,269-99.9% | $9,541-99.9% |