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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 | $64,307 | $127,386-49.5% | $115,037-44.1% | $125,388-48.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.03% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $31,229 | $5,166+504.5% | $4,608+577.7% | $4,866+541.8% |
| Participant deferral / active EE | $11,472 | $6,423+78.6% | $6,026+90.4% | $5,352+114.4% |
| Admin fee / account holder | $295 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |