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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 | $63,769 | $69,977-8.9% | $108,582-41.3% | $62,881+1.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.83% | 10.73%-13.6pp | -51.70%+48.9pp | 20.14%-23.0pp |
| Employer contribution / active EE | $8,824 | $2,135+313.3% | $3,758+134.8% | $2,281+286.8% |
| Participant deferral / active EE | $2,735 | $3,165-13.6% | $4,311-36.6% | $3,203-14.6% |
| Admin fee / account holder | $62 | $5,076-98.8% | $7,645-99.2% | $4,296-98.6% |