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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 | $120,526 | $98,240+22.7% | $82,312+46.4% | $147,586-18.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | -17.75% | 30.85%-48.6pp | 25.88%-43.6pp | 578.59%-596.3pp |
| Employer contribution / active EE | $1,376 | $3,192-56.9% | $2,428-43.3% | $4,876-71.8% |
| Participant deferral / active EE | $3,532 | $4,383-19.4% | $3,706-4.7% | $5,439-35.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |