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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 | $58,410 | $92,219-36.7% | $76,767-23.9% | $135,380-56.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.31% | 5.46%-14.8pp | 2.43%-11.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $7,124 | $3,216+121.5% | $2,485+186.7% | $4,779+49.1% |
| Participant deferral / active EE | $24,000 | $4,508+432.3% | $3,852+523.1% | $5,609+327.9% |
| Admin fee / account holder | $63 | $10,749-99.4% | $6,675-99.1% | $10,828-99.4% |