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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 | $46,560 | $211,946-78.0% | $169,452-72.5% | $135,380-65.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.90% | 3.26%-13.2pp | 1.83%-11.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,097 | $5,117-59.0% | $4,157-49.6% | $4,779-56.1% |
| Participant deferral / active EE | $9,371 | $6,075+54.2% | $5,277+77.6% | $5,609+67.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |