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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 | $80,589 | $113,941-29.3% | $94,228-14.5% | $125,388-35.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.03% | 5.29%-9.3pp | 10.68%-14.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $11,599 | $4,727+145.4% | $3,587+223.4% | $4,866+138.4% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $6 | $8,392-99.9% | $6,269-99.9% | $9,541-99.9% |