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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 | $170,374 | $86,701+96.5% | $73,309+132.4% | $125,389+35.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.76% | 2.78%-6.5pp | 5.67%-9.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $8,863 | $4,152+113.4% | $3,237+173.8% | $4,866+82.1% |
| Participant deferral / active EE | $6,056 | $5,549+9.1% | $4,991+21.3% | $5,352+13.2% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |