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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 | $109,765 | $131,835-16.7% | $108,582+1.1% | $273,972-59.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 0.61% | -91.57%+92.2pp | -51.70%+52.3pp | 41.46%-40.8pp |
| Employer contribution / active EE | $7,632 | $4,913+55.3% | $3,758+103.1% | $4,869+56.7% |
| Participant deferral / active EE | $5,106 | $5,127-0.4% | $4,311+18.4% | $5,287-3.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |