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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 | $39,781 | $127,387-68.8% | $115,038-65.4% | $125,389-68.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.36% | 31.28%-35.6pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $10,777 | $5,166+108.6% | $4,608+133.9% | $4,866+121.5% |
| Participant deferral / active EE | $13,951 | $6,423+117.2% | $6,026+131.5% | $5,352+160.7% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |