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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 | $90,327 | $127,387-29.1% | $115,038-21.5% | $125,389-28.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.93% | 31.28%-40.2pp | 26.14%-35.1pp | 282.24%-291.2pp |
| Employer contribution / active EE | $12,788 | $5,166+147.5% | $4,608+177.5% | $4,866+162.8% |
| Participant deferral / active EE | $13,018 | $6,423+102.7% | $6,026+116.0% | $5,352+143.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |