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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 | $91,724 | $167,353-45.2% | $143,797-36.2% | $134,545-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.56% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $8,838 | $5,620+57.2% | $4,952+78.5% | $4,742+86.4% |
| Participant deferral / active EE | $6,400 | $6,447-0.7% | $5,638+13.5% | $6,4010% |
| Admin fee / account holder | $163 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |