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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 | $86,583 | $99,032-12.6% | $80,022+8.2% | $135,380-36.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.29% | 15.39%-25.7pp | 11.22%-21.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $3,573 | $3,043+17.4% | $2,468+44.8% | $4,779-25.2% |
| Participant deferral / active EE | $10,559 | $4,282+146.6% | $3,686+186.5% | $5,609+88.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |