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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 | $229,627 | $215,361+6.6% | $171,082+34.2% | $273,970-16.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -7.40% | 25.14%-32.5pp | 32.56%-40.0pp | 41.46%-48.9pp |
| Employer contribution / active EE | $540 | $4,967-89.1% | $4,002-86.5% | $4,869-88.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |